Mail Merge Templates and Forms - Intergraph Smart Completions - Intergraph Smart Completions Update 18 - Help - Hexagon

Intergraph Smart Completions Help (5.3.18)

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Intergraph Smart Completions
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Smart Completions Version
5.3.18

Depending on project strategy, Smart Completions can use client Microsoft MS Word documents (.doc or .docx) files and use Smart Completions mail merge fields to populate the forms with database content (i.e. asset nameplate data, assigned documents etc.). By default the Smart Completions database does not come with a library of forms. It is the system integrators responsibility to discuss with the client which forms are to be used, and if they are missing specific forms, we will send the integrator a collection of forms that could be reviewed and used on the project.

Each form uploaded into the database must be populated with Smart Completions mail merge forms. You can simply copy (Ctrl+c) and paste (Ctrl+v) a mail merge form from the mail merge field template. You can also press ALT-F9 to expand the mail merge field. Use this method after you have placed a mail merge field into a MS Word test form to make sure that the cell only includes the required mail merge field.

There are different methods to use forms.

  • One (1) form to one (1) asset,

  • One (1) form that lists multiple assets. For multiple assets (like pipe packs or loop tests) then the user must select the "Pipe Packs" and "Loops" mail merge templates.

  • One (1) form to a System, Subsystem, Area, or Location,

  • One (1) form to a Certificate which will list a set of Systems, Areas etc.

Please be aware that the Tool drop down is important to define the context of how the mail merge form is to be used. All completions tasks should be assigned CCMS tasks, preservation tasks assigned Preservation Tasks, and Punchlist forms assigned Punchlist for example.