Create a Microsoft Word Template

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Before the functionality can be used, you need to create a template in Word were you specify which data which will be merged into the finished document.

1.       Open word

2.       In Business One go to Tools > User tables > ‘BOY_20_BMFT – Letter merge merge’ table

 

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3.       In column ‘Document value’ copy paste the wanted values into the word document.

4.       The following types are valid:

a.       .docx – Standard Word 2007/2010/2013/2016/2019/O365 document.

b.       .docm – Word 2007/2010/2013/2016/2019/O365 document with macros enabled.

c.       .dotx – Word 2007/2010/2013/2016/2019/O365 template.

d.       .dotm – Word 2007/2010/2013/2016/2019/O365 template with macros enabled.

5.       Save the document as a valid type.