Configuring print document merge fields for forms
You can use merge fields in a print document that you have added to a form. When the form is completed and the user prints the document, the merge fields are populated. These merge fields are configured to extract information from specific answers entered in the form. They are managed differently from other merge fields used in NexJ CRM because the token name that you give to these merge fields must match the reference name of the corresponding question in the form.
Before starting this task, ensure that you have installed NexJ Add-In for Microsoft Office, and that you have noted the token names of questions you want to include in the document. The token name of a question is found in the Reference Name field when you add or edit a question from the Business Processes , Call Management , or Lead Management tab in the Customize workspace.
To configure the merge fields in a Microsoft Word print document:
The print document merge fields are configured to extract information from the completed form. You can now add the document to a form so that it can be printed when the form is completed.
Related links
Configuring merge fields
Configuring print document merge fields in PDFs for forms
Adding print documents to forms