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Using NexJ Add-In with Microsoft Word

NexJ Add-In integrates Microsoft Word and NexJ CRM to allow you to personalize your form documents.

Enabling add-in macros

When you start Microsoft Word, you may receive a warning asking you whether or not to enable the NexJ Add-In macros.

  • In Microsoft Word 2007, select Enable all code published by this publisher and click OK. This enables the macros in both Microsoft Word and Microsoft Outlook for this and all future sessions.
  • In Microsoft Word 2010, 2013, or 2016, click Enable Content. This enables the macros for the current session of Microsoft Word. You must use Microsoft Outlook to permanently enable the macros.

If you do not receive a warning prompt, and do not see the NexJ Add-In ribbon items in Microsoft Word, then you may need to enable signed macros using the Trust Center options. These options are set in the Word Options window under Trust Center > Add-ins.

Using merge fields

A merge field is used to personalize Microsoft Word documents for individual contacts and users.

For example, if you want to create a form for several contacts that contains their full names, instead of creating several versions of the document in Word, you can use a merge field to automatically retrieve the full names of the contacts from the NexJ CRM database. The list of available merge fields is configured by the NexJ Add-In administrator.

Adding merge fields to documents

You can add merge fields to Microsoft Word documents.

To add a merge field to a Word document:

  1. Open the document.
  2. Place the cursor where you want to add the merge field.
  3. In the Home tab, click Add NexJ CRM Merge .
    The Add NexJ CRM Merge dialog opens, displaying the merge fields available.
  4. Select a merge field.
  5. Click OK.
    The merge field is inserted into the document and is denoted by «Token Name».

Modifying merge fields

You can set, change, or view some of the properties of a merge field.

To change some of the properties of a merge field:

  • Right-click the merge field and select Edit Field . The Field dialog opens, and you can view and edit the field's properties.

    Do not change the field names in the scroll list, which displays the types of fields available in Microsoft Word, or in the field properties section, as you have already set this when you first chose the type of merge field you wanted.

To set merge field properties (such as different capitalization patterns):

  • Insert text before or after the merge field, and enable or disable mapping and vertical formatting.

    These options determine how the merge field name is shown in the Word document. These options do not affect the information that is shown when the merge field names are replaced with actual entity data in NexJ CRM.

To view a merge field's codes:

  1. Right-click the merge field in your document and select Edit Field.
    The Field dialog opens.
  2. Click the Field Codes button in the bottom left corner of the Field dialog.
    Field codes are a representation of the field's formatting, including its type, name, and text before or after it. Either add field code properties directly into the text box or click Options to add formatting options, summary information categories, or switches to your merge field.

    You can also view a merge field's field code quickly at any time by right-clicking the field and selecting Toggle Field Codes.

Populating merge fields with data

After you add NexJ CRM merge fields to a Word file, you need to associate the file with an entity in NexJ CRM to populate the values. The merge fields are populated when you add the file as an attachment to a document, a batch email, or service request email in NexJ CRM and then associate the email or document with one or more entities. When the email is sent or the document is printed for each entity, the values for the merge field are populated to reflect that entity's data.

See the following topics for details on where you can use Word documents with merge fields as attachments, in order to populate the merge fields:  

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