File to Image-Master: Merge to Word
NOTE: This module was
designed to minimize the number of external steps required to
install and deploy the software. Additionally, using the module
with or without File to Image-Master does not alter the
distribution and usage strategy.
NOTE: If you intend to use
BOTH Merge to Microsoft Word and the File to Image-Master for
Microsoft Word features, you should have updated Image-Master to
version 7.7.6 or later before creating their default STANDOC
template files. If this is not completed at the time of
installation, you will have to edit their STANDOC1.WRD and
STANDOC2.WRD files manually or re-run the Template Configuration
step after Image-Master has been upgraded.
Run Microsoft Word 2007, 2010, or 2013. Select
File>Open, and navigate to the local copy of
CLSMerge2007.dotm to open it. If you already have a local copy of
CLSMerge2007.dotm, double-click on it to open it in the default
version of Microsoft Word configured on the computer.
If prompted with the macro security warning, choose
to trust the file (a one time selection).
If this is the first time configuring the macro for
the user, accept the advisory messages concerning the
Collection-Master forms directory and the Collection-Master user
directory not being configured.
The Collection-Master Merge to Word
Configuration dialog will appear.
Type or select the correct merge forms
Type the correct user directory location
If the merge template files (STANDOC1.WRD and
STANDOC2.WRD) need to be configured or revised (including adding
File to Image-Master), click [Create Merge Templates]. The
CM Merge Template Form Creator dialog will appear.
If Image-Master is installed as noted above, the
Include Support for File to Image-Master checkbox will be
checked. If Image-Master is not installed, then the option will be
grayed out and un-selected. If this option is checked, then the
File to Image-Master comment block will be added to the templates,
otherwise it will be omitted.
Click [Ok]. At this point the software will
copy the filing information form for Image-Master (mti-fields.docx)
into the forms library, and will create from scratch new
STANDOC1.WRD and STANDOC2.WRD template files in the forms library.
If the installer encounters older copies of any of these files, it
will warn you and allow you to skip creating that file.
When the templates have been created, the
configuration screen will appear.
Click [OK] to save the settings for the user
into the registry.
Exit Word; do not save any inadvertent changes to
the CLSMerge2007 document. The Macro System is now installed in