Word Configuration Window

This property enables you to configure a Word template conversion. Click the Ellipses button to open the Configuration dialog box.

Note: For information about creating a Word template, see the online help for Microsoft Word regarding Word templates and Mail Merge fields.


Field Definitions

Field Name Definition
Word Template

Enter the location for a Word template file, or click the Ellipses (...) to select a custom attribute.

Destination

The destination (folder and file path) for the file output. Click the Ellipses (...) to select a custom attribute.

Save as PDF

Indicates that the generated file will be saved as a PDF file, instead of a Word document.

SharePoint Credentials

Click this button to enter the SharePoint logon credentials required to create the file.

Load Word Fields

Click this button to load the list on the right with the dynamic fields from the Word document. Select the field names in this list, and click the left arrow (<-) button to add the fields to the list on the left.

Process value

For each field in the Word template, select this column, and click the Elipses (...) button. In the pop-up, select the value you want for the selected Word field.