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
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. |