Quick Start Guide

Step 1:

Open Connect Lists screen.

Step 2:

Add a New List by clicking the New button and choose from the available lists on your server. Please be patient as the Connect New List screen loads as it is scanning your SharePoint Server for it's available lists!

When you select the list in the drop down, the application automatically retrieves all of the selected lists field details from your server.

Please See:

Connecting To SharePoint

Adding A New SharePoint List

Clicking the Save button will save your new set.

Step 3:

Now, by using the new List Connection that you just created, you can create a new Query . Open the Specify Queries screen.

Step 6:

Step 4:

Add a name for your New Query . Select the List that you created previously. At this point you can already run the query by clicking the Preview Query button, it will return all of the records from the list selected. . See Creating Queries.

Clicking the Save button will save your new query.

Step 5:

You can add now add Merge Fields to your active document. Click the Position Merge Fields button on the ribbon. See Adding Merge Fields to your Documents

To see if your Merge Fields are working correctly, click the Refresh All Document Data button on the ribbon. If there is only a single record returned then the application will automatically fill this to the active documents data bookmarks, otherwise you will see a screen allowing you to select the records that you want to use.

You can also create new Tables, and new Composite Fields and add these to your document too.

Clicking the Refresh Doc Tables on the ribbon will retrieve the required data from SharePoint to create any Tables in the active document and position them where you have placed the relevant Table Merge Field.

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