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. 

 

 Select  File 

 Select  Info 

 Click on the arrow right of  Properties 

 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 

 

 Select the tab Insert 

 Select  Quick Parts 

 Select  Fields 

 Choose the category:  Document information 

 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.