Merging SharePoint List Data into Word Documents

Abstract

Organizations often have sets of document templates that are used throughout their enterprise. It is often a challenge to make sure that information workers are uniformly using the latest template and capturing the appropriate metadata everywhere the document templates are used. It is not unusual for some templates to share common data elements such as customer information or product details. Often authors, who are responsible for working with these templates, are retyping, cutting and pasting, or otherwise repetitively importing data elements into the appropriate places in the document. Furthermore, they may have a completely separate application to locate and maintain the data set. In this chapter, we will detail how, as a developer, you can construct a solution on SharePoint site to enable users to merge list data into Microsoft Word documents.