- #Making word templates using excel data merge series
- #Making word templates using excel data merge download
M ergeFields outside the repeating range will be populated with data from the first row of the source report. These repeating ranges can take many forms, primarily paragraphs, pages, and tables. MergeFields can be repeated within the repeating ranges. In your export, the formatting and arrangement of the fields within the repeating range will be applied to every row in the source report. Specific formatting switch codes for MergeField fields can be found in the article on MergeField Formatting. The special merge codes “start: ReportName ” dictate the beginning and end of a repeating range. To toggle the display of MergeField parts and other Word fields, use the keyboard shortcut ALT-F9. The MergeField field names correspond to the section selectors of the custom fields. The main difference is that a Filevine report is used as the mail merge data source in place of a separate Excel file or an on-site database.įilevine’s default Word template contains pre-formatted MergeField fields, one for each column in your report, as shown below.
Word templates for reports are similar to a typical MailMerge in Microsoft Word. Then select "ReportFusions" from the left-hand side menu. To navigate to the tool, click the main menu and select "Advanced" from the dropdown. Word templates for Filevine Fusion are downloaded, edited, and re-attached in the “Template” tab of the Filevine Fusion Advanced tool. Filevine will verify your template, so uploading may take some time. Make any changes, save the Word document, and then click the “Upload Template” button in step 3 of the “Export Options” window and upload your saved Word document.
#Making word templates using excel data merge download
Click the generated link to download the template. This will generate a default Word template link that you can download, edit, and upload to use for this report. In the “Export Options” window, click the “Word” button under step 1. Save your report to bring up the “Export Options” button. Build and run a report, then click the “Save Export/Report” button to get to the “Save Report” page.
Begin in the “Save Report” page of the Report Builder.Note: Filevine officially recommends and supports Microsoft Office 2016 or later and Office 365. Please make sure to read the articles on the Customs Editor, Report Builder, Collections Exports, and Filevine Fusion and consult Microsoft’s Word help center. See “ Configuring for Filevine Fusion.”įilevine report Word templates for normal reports, Collection Sections, and Filevine Fusion require a deep understanding of several Filevine features as well as Microsoft Word. With Collection Exports, users can even produce templated documents containing data from a Collections Section.įilevine Fusion makes use of the same templating system, with a few changes to accommodate templating several reports simultaneously. Templated reports are useful for formatting commonly used reports, like Auto-Reporting.
#Making word templates using excel data merge series
With a Word template, report data can be transformed into a series of paragraphs, pages, or even an easily readable list or table. Filevine Word templates allow users to download a Microsoft Word template, make formatting changes including MergeField formatting, and upload the template to a report so that every file exported adheres to the configured template.
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