How to Make Changes to a Field Coded Word Document

If there are Activities, Reports or Print Templates using Word documents with field codes in them, you can follow these instructions to update them when needed.

extendedReach has a unique feature that allows you to edit Microsoft Word Documents on the extendedReach website the same way you would if they were on your PC’s desktop. This feature automates the download and upload process normally required by websites.

To edit Word Documents in extendedReach, you must install the extendedReach Plug-In (“eR Plugin”). Installing the eR Plug-In requires Microsoft Windows. If you are using a Mac/Apple computer, see Editing Word Documents on a Mac. If you are using an iPad, please see Editing Word Documents on iPad.

Steps to Edit a Word Document

NOTE: You must be an Agency Administrator to access the “Administration” menu on the left side of your Workspace.

Step 1. Go to “Administration” >“Program Settings” and click on “Configurator”. Click on the desired activity/report/print template.

Click on the “Edit” button. If you are not in “Edit Mode”, you will have read-only access to the Word Document and your changes will not be saved in extendedReach. 

Step 2. Double-click the file icon to begin editing using Microsoft Word.
Microsoft Word should launch and show the document. extendedReach website should remain open in a window behind the Microsoft Word Document window.
 
The extendedReach website must remain open while you work with the document. While you are adding or editing your MS Word Document, “Editing” will appear on top of the Word Document icon. 

Step 3. Edit the Word Document as you would normally, including changing any needed field codes.

Step 4. When you want to save your changes, click “Save” in Microsoft Word.

DO NOT click “Save As” (using “Save As” will save your changes only to your PC and not back to extendedReach).

Step 5. Close the Word Document window.
Once Microsoft Word is closed, your changes will automatically be sent to the extendedReach website. You will see the “Uploading file” progress bar. 

Once your changes have been uploaded to extendedReach, an “Updated” message will appear over the Word Document icon, indicating it is now safe to save your work. 

Step 6. Save the document in extendedReach by clicking the “Save” button.

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