The MSWord Name Value allows a user to 'merge' data collection points into a MS Word Document.  A Document Record is then automatically created and attached to the Part Record.  The new Document Record is also visible in the Step Record.

Components used for execution

  • Uploaded MS Word Document.  
  • Must be configured as a MSWord Document Type.
  • A Category should be created and specified in the Document Definition.
  • Any Data Collection variables needed for the transfer to the Document Record should be created in the configuration of the Document Definition.

Specific Configuration For MSWord NV

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Show Word Form

Displays a preview pane that displays the Document Record

Merge Word Docs

On the Traveler, the user is allowed to choose multiple Document Definitions.  The selected Documents will then be merged into a single Document Record.

MSWord Execution from a Traveler

Step 1. click the document generation icon

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Step 2. select the document(s) to be used

Step 3. Generate the document record

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