Preview a Microsoft Word Document

Updated 3 years ago by Celina Kwan

This procedure is written for Microsoft Word 2007 or later. The steps are slightly different in earlier versions of Word.
To complete this procedure, Microsoft Word Integration must be installed.
Word integration is available only in Microsoft Internet Explorer. Ensure you open Word through Maximizer in an Internet Explorer Browser.

You can view previews of Word documents showing information from entries in your Maximizer Address Book. When you preview the document, the linked merge fields in the document are replaced with values for the current Maximizer user, Address Book entry, Customer Service case, or Opportunity.

  1. Open the document in Word.
  1. In Maximizer, click on the entry to make it the current entry.
  2. In the Maximizer tab in Word, select Preview.

The merge fields in the document are replaced with values from the current entry.

Select Preview a second time to return to the default view showing the merge fields.

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