Custom Properties and Word merge

In MXSuite

The fields that are available to merge to a Microsoft Word document, are defined in MXSuite. You can find these fields in:

• For the document module:
  Administration > Documents > Custom Properties
  
  
  
• For the crewing module:
  Administration > Crewing > Contract Templates > Contract Custom Properties 
  or
  Administration > Crewing > Contract Templates > Conformation of employment Custom Properties 
  
  

In Microsoft Word

Open the document in Microsoft Word and do the following.

1. Select File
2. Select Info
3. Click on the arrow right of Properties
4. Select Advanced Properties.
   
   

When the popup opens, select the Custom tab.

Add new text values with the same descriptions as defined in MS Word Mail merge Exchange. These fields are case sensitive so it needs to be used “Vessel Name” and not “vessel name”.

In the content of the document

1. Select the tab Insert
2. Select Quick Parts
3. Select Fields
4. Choose the category: Document information
5. Select field name: DocProperty

In the right window, you get your properties.

At Vessel Name insert, automatically in MXSuite the name of the vessel is inserted in the document.