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Not enough information. Not enough pictures. Any additional feedback? In fact, many of these tools are so powerful that they could practically write the document for you. Not an exaggeration! Document automation in Microsoft Word can be a game changer. Listed roughly in order of increasing complexity, the first four can help you gauge how prepared you are to configure document automation for yourself. Alternatively, you could always use the fifth suggestion, which is to use the services of a professional to get it done quickly and start saving time and money faster.
ContractExpress is able to produce document templates, input autocomplete functionality, configure deep macros and even code a document automation application for you from the ground up using its special mark-up language and Microsoft Office. If technical stuff like this seems like a foreign language, avoid making your head spin, and consider letting us step up and create you a document automation system that is fast, user-friendly and even fun.
What most people do not know is that they can manually save these words, phrases and even entire sentences into their personal Word database. Now, the program can autocomplete commonly used passages for you every time it thinks you are about to use them! Macros are like Quick Parts, but they perform several actions in a row for you.
You also will initiate this processing and the subsequent processing in Word from the customer card. You will insert fields into the Word template and give these fields convenient mnemonic names that correspond to the names of the record fields that you are using.
You must call the ActiveDocument. Update method before using the fields. After you have transferred all the information, you must call the ActiveDocument. Unlink method. This ensures that you can successfully use the Word fields as placeholders. In addition, while you can name the Customer or Address fields, you must reference them by indexing into the Fields collection of the document.
First, you create a Word template that you will use to create letters to customers that qualify for a discount. To create the template, you add mail merge fields for displaying data that is extracted from Dynamics NAV that you want included in the customer letter, such as the customer's name, contact, and total sales.
You will create and save the template on the computer running the Microsoft Dynamics NAV Windows client, because you will configure the automation object to run on the client. Choose where you want to insert the fields.
This field will display the name of your contact person at the customer site as taken from the Customer table. Save the Word document as a template with the name Discount. In Object Designer, choose Codeunit , and then choose the New button to create a new codeunit. On the View menu, choose Properties to open the Properties window of the codeunit. When you create an Automation variable, some hidden events are also created for it. If you want to delete the variable, be aware that the events are also not deleted.
This can cause issues if you then create a variable with the same name. In the Subtype field, choose the AssistEdit button. The Automation Object List window is displayed.
Then, you check whether the customer qualifies for a discount. Finally, you retrieve the information from the Company Information and User tables that you use to fill in some of the fields in the letter.
The second Boolean parameter in the statement creates the Automation object on the client. Enter the following lines of code to add a new document to Word that uses the template that you designed earlier.
Because the Add method of the Documents collection requires that you pass the path to the template by reference, you must set up the TemplateName variable to hold this information. You will get a compilation error if you put the path into the call as a literal string. The Documents property returns a Documents collection that represents all open documents. You can also see that the Documents collection object has an Add method, and that the Add method has the following syntax.
All the arguments are optional. You will use Template to open a new document that is based on your template. The property returns a Documents class or IDispatch interface. This information helps the compiler perform a better type check during compilation.
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