MS Word Merge

Use the MS Word Merge feature to merge documents from the SoftPro MS Word Documents Tree or User MS Word Documents Tree with a ProForm file.

1. Open the ProForm file you want to use. Click here for help opening a ProForm data file.
2. Select a Document Mode. Select Document Mode 1 for documents that cover the entire order or loan-specific documents for Loan 1. Select Document Mode 2 or 3 for loan-specific documents pertaining to Loan 2 or 3.
3. Select File > MS Word Merge. The MS Word Merge Document Selection window displays.
4. Select the document you want to merge from the Available MS Word Merge Documents window.
5. Click the double right-arrow button pointing to the Selected MS Word Merge Documents window. The selected document will be added to the Selected MS Word Merge Documents list. You can select an entire folder in the Available MS Word Merge Documents window. All of the documents in the folder you select will be merged.
6. Repeat Steps 3-4 for each document or folder that you want to merge.
   NOTE: To remove a document, select it and click the double left-arrow button.
7. If you are merging multiple documents and would like each to be merged separately, select Merge as separate documents.
8. Click OK. Messages will appear if the merge is to include more than 50 pages, or if multiple documents are to be merged separately. Read each message and select OK to continue. MS Word will open and the merging will begin.
9. Answer any input prompts to complete the merge. After a document is completed, you can edit, save, or print it from MS Word.

Word 2016

Server Busy:

In certain situations, a user attempting a word merge with Word 2016 might get the following errors:

• If you encounter this error, starting the ‘Remote Procedure Call (RPC) Locator’ service and set it to Automatic. For more information, see the Microsoft article that describes this particular error: https://support.microsoft.com/en-us/kb/197814.

Trusted Locations:

Some customers may encounter a security challenge; try editing the trusted locations:

1. While in Microsoft Word 2016, go to Options > Trust Center > Trusted locations.
2. Select Allow Trusted Locations on my network.
3. Add \\"servername"\softpro\ to Trusted Locations.
4. Select Subfolders of this location are also trusted.

Merging Multiple Documents

When merging multiple documents, you can select the Merge as separate documents option. A copy of MS Word will open for each document during the merge. Otherwise, multiple documents will open together in one MS Word file with each document separated by a page/section break. If you are merging multiple documents separately, it is recommended that you close each copy of MS Word after a merge is complete and you have either printed or saved the MS Word document.