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This process is quite similar if you’re looking to create a document of any kind by hand.  There are a few Comma Separated Value files which have been included with your updated files and are available so that you may choose to link your Word document in order to create the custom fields you require.

In order to begin creating this custom document you will first have to create a word document and use the mail merge function to link it to one of our included templates.  Please note that this version of the instructions is optimized for Microsoft Word 2007.  To begin:

1. Open Microsoft Word and select the Main Menu button-->New and choose “Blank Document”.
2. Under the “Mailings” tab you will need to click the “Start Mail Merge” button and choose “directory” as your type of document.

3. Next, click the “Select Recipients” button and choose “Use Existing List...”

4. This will open a window in which you should choose one of the sample documents which have been provided with the program.  The documents will be located in the directory to which inFlow has been saved, for instance:

32-bit computers: C:\Program Files\inFlow Inventory\CustomDocument\

64-bit computers: C:\Program Files (x86)\inFlow Inventory\CustomDocument\

5. Once you have chosen your file you can begin entering fields.  In order to be sure that you are marking the correct information for inclusion, open the .csv file you are using and examine the data included.
6. Insert the available field names via the “Insert Merge Field” button; there will be a dropdown list of available items.

7. Once you’re satisfied with the document you’ve created save it and take note of the name and where it is located.*
8. Return to the program Go to the Print Settings menu (via Main Menu-->General Settings-->Print Settings)
9. Choose Custom Docs icon from the list on the left.
10. Click the “Add New Custom Doc” button. This will open the Custom Document selection window which will allow you to choose from four types of custom documents. 
11. Skip step 1 and click the “browse” button beside step 2.
12. Locate and select the document you wish to use and click “open”.
13. Enter a name for the template you’ve just created.
14. Click the “OK”
15. You should now be looking at the Print Settings Window and if you are satisfied with your changes you may now click “Save and close”.

Congratulations!  You have imported your template into inFlow Inventory and are now ready to use it to create a document.This process is quite similar if you’re looking to create a document of any kind by hand.  You can also find some pre-made documents in the Files & Accessories page here: http://www.inflowinventory.com/software-resources.aspx

*Please note: If you're creating a custom document using this method you will need to be careful to tell the program where to look and when to stop.  For instance, if you're including sales order information in a letter to your client you will need to tell the program to stop entering information if the next line is blank.  If you take a look at our example templates you will find that we have added a rule to the document which states that if the next <<ItemName>> field is blank it should not continue and this can be done via the rules button in the mail merge tab (see below).

For information on troubleshooting please visit this article: http://www.inflowinventory.com/KnowledgeBase/questions/192/Troubleshooting+Custom+Documents+%28Microsoft+Word+mail+merge%29