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Can I setup Word and Excel® Merge from Forms Only?
The maintenance and configuration of document merge for both Excel® and Word is only available in CMiC Field.
Can macros be embedded in the Excel® template files?
Yes – the Excel® template will be of the type XLSM instead of XLSX and will likely require a startup macro function to ensure calculations occur in the output file.
Is there a limit to the number of templates for each document?
No.
Does MIP work with cold storage so that any created Word documents are automatically saved?
Yes. Cold storage is available with the purchase of CMiC Imaging.
Does a record get created or saved automatically somewhere within CMiC when an MS Word® document is created in CMiC? Does it automatically save these documents as it creates them? This would be a great thing for correspondence.
The template itself is uploaded and stored with the object. Cold storage (if CMiC Imaging is owned) is available to save the outbound correspondence as an attachment on the record and specified document type.
Some form letter info is addressed in the CMiC Field guide, but it would be best to actually get training. On the MIP presentation, knowledge of form letters is mentioned. What kind of training is available?
MIP does involve some setup and knowledge of form letters. Two and a half days is typical to train both form letters and MIP.
Why do I see grey backgrounds when previewing an MS Word® document merge letter?
When the output is opened via Microsoft Word® in a DOCX format, all fields that were merged will display with a gray background – this is a view only feature – when the document is actually printed, the gray will not display.
Can I use the same Excel® templates for both JSP and ADF Logs?
In some cases, the field names in the JSP logs and ADF logs are not the same. In these cases, the same template can be used, but will only work correctly if the “Restrict and Rename” option in ADF is used to relabel the fields with the same names seen in the JSP log. When the names of fields are matching, there is no issue in using the identical templates in both ADF and JSP logs.