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The guide explains how to prepare Word documents with standard merge fields, including Quick Parts/Field insertion and manual {{ FIELD NAME }} syntax, and how to create field merge tables using TableStart/TableEnd regions. It also covers update activity configuration, selecting the document, defining actions, and exporting results to email and repository storage.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/updating-a-microsoft-word-document-with-laserfiche-workflow-white-paper-field-merge-and-update-word-document-activity/244097/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/updating-a-microsoft-word-document-with-laserfiche-workflow-white-paper-field-merge-and-update-word-document-activity/244097.png","ImageObject",442,249,{"name":88,"@type":89},"Grenda","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-20","2026-09-12",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",10,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"What 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source.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},244097,1791718862,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":8,"category_name":11,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":20,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":47},7971474921005,"https://ap-avatar.wpscdn.com/davatar_29158cc5080c5b710cf443261637dec0","Updating a Microsoft Word Document with Laserfiche Workflow  \nWhite Paper  \nTable of Contents  \nUpdating a Microsoft Word Document with Workflow ..................................................... 3  \nConfiguring the Word Document............................................................................................. 3  \nAdding merge fields to a Word document......................................................................... 3  \nAdding a field merge table to a Word document .............................................................4  \nTips for working with merge fields ..................................................................................... 5  \nUsing conditions and formulas in merge fields ............................................................... 5  \nConfiguring the Update Word Document activity ............................................................... 6  \nSelecting the Word Document ............................................................................................. 6  \nDefining the action.................................................................................................................. 6  \nFind and Replace ................................................................................................................ 6  \nSimple Field Merge ............................................................................................................ 7  \nTable Field Merge ............................................................................................................... 9  \nAdvanced Settings ................................................................................................................ 11  \nUsing the Updated Word Document.................................................................................12  \nEmailing the resulting document ..................................................................................12  \nAdding the resulting document to your repository ...................................................12  \nResources .................................................................................................................................... 13  \nUpdating a Microsoft Word Document with Workflow  \nLaserfiche Workflow's Update Word Document activity makes use of Word's find and replace and field merging options to add information gathered throughout the course of a workflow to a Word document. This activity makes it easy to dynamically interact with Word documents, letting you generate line-item documents, update customer records, fill out agendas or forms, and much more.  \nConfiguring the Word Document  \nIf you plan to use the Simple Field Merge or Table Field Merge features of the Update Word Document activity, you must first prepare your Word document with merge fields.  \nMerge fields in Word are similar to tokens in Workflow: they are placeholders in the Word document that will be updated with information from a database, table, or application. In our case, we want to update the merge fields with information from Workflow.  \nNote: These instructions assume Word 2007 or later.  \nAdding merge fields toa Word document  \n1. Select the spot in the Word document where you want to add the field.  \n2. On the Insert tab, select Quick Parts, and then Field.  \nTip: Instead of navigating through the toolbar, you can also add merge fields to your document by selecting a bit of text and pressing CTRL+F9. Then, right-click the text and select Edit Field.  \n3. The Field dialog box will open. In the Categories list, select All.  \n4. In the Field names list, select MergeField.  \n5. In the Field properties column, type a name for the field in the Field name box.  \n6. Click OK.  \n7. The field will be inserted into the document. Repeat this process until you've added all desired fields.  \nNote: The angle brackets Word automatically generates with the above steps are not equivalent to the angle brackets you can insert from your keyb","cbCaig1CXwcMcZhk","https://ap.wps.com/l/cbCaig1CXwcMcZhk","pdf",229123,"English","# Updating a Microsoft Word Document with Workflow\n## Configuring the Word Document\n## Adding merge fields to a Word document\n## Adding a field merge table to a Word document\n## Tips for working with merge fields\n## Using conditions and formulas in merge fields\n## Configuring the Update Word Document activity\n## Selecting the Word Document\n## Defining the action\n## Find and Replace\n## Simple Field Merge\n## Table Field Merge\n## Advanced Settings\n## Using the Updated Word Document\n## Emailing the resulting document\n## Adding the resulting document to your repository\n## Resources","[{\"question\":\"What does Laserfiche Workflow’s Update Word Document activity do?\",\"answer\":\"It updates a Word document by using Word’s find and replace along with field merging, inserting information gathered during a workflow into the template.\"},{\"question\":\"How do you add standard merge fields in a Word document for workflow data?\",\"answer\":\"Insert fields via the Insert tab (Quick Parts \\u003e Field) and set Category to All, then choose MergeField and provide a field name, repeating until all fields are added.\"},{\"question\":\"How does field merge table support work in Word with Workflow?\",\"answer\":\"You configure a table using regions: add TableStart:MyObject in the first cell and TableEnd:MyObject in the last cell, then insert merge fields between them for table columns so Workflow populates rows from the data source.\"}]","Updating a Microsoft Word Document with Laserfiche Workflow - White Paper - Field Merge and Update Word Document Activity | PDF",1789212097]