---
title: "12d Synergy Plugin for Microsoft Word"
slug: "12dsynergypluginformicrosoftword"
tags: ["create PDF", "Get latest version", "insert attributes", "Upload Word files to Server", "Word plugin"]
updated: 2025-07-31T06:26:48Z
published: 2025-07-31T06:26:48Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.12dsynergy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 12d Synergy Plugin for Microsoft Word

Client Content

> [!NOTE]
> In some versions of MS Word, particularly when scaling has been used across multiple monitors, some windows may not render correctly. In this instance, these applications may need to be switched to **Optimize for Compatibility** mode in **MS Word > File > Options > General** tab. It is recommended to do so to ensure that the 12d Synergy plug-in options are correctly displayed.

12d Synergy offers a plugin to interface with Microsoft Word easily.

### 1.1. The 12d Synergy Plugin for Microsoft Word

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/image(122).png)

| User Interface Element | Menu Option | Description |
| --- | --- | --- |
| ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/opend(3).png) | **Open** | Opens a file browser to open a required file from the 12d Synergy Client application. |
| ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/workingwith12dsynergypluginformicrosoftword.doc-image-nfr09jo2.png) | [**Upload**](https://help.12dsynergy.com/docs/v512dsynergypluginformicrosoftword#13-how-to-upload-files-into-the-server) | Imports/Uploads a Microsoft Word file into 12d Synergy |
| ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/workingwith12dsynergypluginformicrosoftword.doc-image-zaxanj0f.png) | [**Upload As**](/v1/docs/v512dsynergypluginformicrosoftword#13-how-to-upload-files-into-the-server) | Imports/Uploads a Microsoft Word file into 12d Synergy with a new name of your choice |
| ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/workingwith12dsynergypluginformicrosoftword.doc-image-o4ajt909.png) | [**Get**](/v1/docs/v512dsynergypluginformicrosoftword#14-how-to-get-the-latest-version-of-the-file) | Updates the local version of the file to the latest version of the file from the Server. |
| ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/workingwith12dsynergypluginformicrosoftword.doc-image-sqaog89j.png) | [**Insert Attribute**](/v1/docs/v512dsynergypluginformicrosoftword#15-how-to-insert-attributes-in-a-file) | Inserts attributes from 12d Synergy to be used in the file |
| ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/insertformplaceholders1(1).png) | [**Insert Forms Placeholders**](/v1/docs/v512dsynergypluginformicrosoftword#16-how-to-insert-forms-placeholders) | Inserts placeholders for attributes in [form templates](/v1/docs/form-templates) > This icon is displayed only when the Word document you are accessing is checked out from the 12d Synergy Client application. |
| ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/workingwith12dsynergypluginformicrosoftword.doc-image-bgow4zni.png) | [**Insert Image**](/v1/docs/v512dsynergypluginformicrosoftword#17-how-to-insert-an-image-into-a-file-from-synergy-space) | Inserts images from 12d Synergy to be used in the file |
| ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/workingwith12dsynergypluginformicrosoftword.doc-image-5p7ebk1p.png) | **Refresh Attributes** | Updates the attributes when changes are made |
| ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/workingwith12dsynergypluginformicrosoftword.doc-image-vikunxz3.png) | [**Checkout**](/v1/docs/v512dsynergypluginformicrosoftword#12-how-to-checkout-a-file-using-the-12d-synergy-plugin) | Locks the file for editing so that other users cannot edit it at the same time. It is locked until you check the file back in. This option is available only when the file is opened without being initially checked out. |
| ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/workingwith12dsynergypluginformicrosoftword.doc-image-ccmri5xs.png) | **Select Mail merge Data Source** | Allows you to select a file stored in 12d Synergy to use as the data source for a Mail Merge. |
| ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/workingwith12dsynergypluginformicrosoftword.doc-image-absml78i.png) | [**Save as PDF**](/v1/docs/v512dsynergypluginformicrosoftword#18-how-to-create-a-pdf-of-the-ms-word-document) | Saves the MS Word document as a PDF and stores it at a location of your choice in the 12d Synergy application. |
| ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/workingwith12dsynergypluginformicrosoftword.doc-image-j9emrs13.png) | **Change Version** | Allows you to select the version number of the **12d Synergy Client**application to load the MS Word document in the subsequent startup. Note that this feature comes in handy when you have more than one version of the **12d Synergy Client**application installed on your system. |

### 1.2. How to Check-out a file using the 12d Synergy Plugin

When you open a document in **View only** (Read-only) mode, you can still check out the document using the 12d Synergy plugin for MS Word.

1. In the **12d Synergy** plugin, click the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/workingwith12dsynergypluginformicrosoftword.doc-image-crtgdu6s.png) icon.

> [!NOTE]
> This icon is enabled only when a document is opened in the **View only (Read-only)** mode.

The following prompt is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/workingwith12dsynergypluginformicrosoftword.doc-image-sbgc3fnp.png)
2. Click the **Yes** button to confirm the checkout.
3. Click the **Yes** button to confirm the checkout. The document is checked out and is now editable.

### 1.3. How to Upload Files into the Server

Uploading a file will check in the document and make it a read-only file. You have two options to upload a file.

1. In the **12d Synergy**plugin, do one of the following:
  - To **upload/import the document into the 12d Synergy application**, do the following:
    1. Click the **Upload** ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/workingwith12dsynergypluginformicrosoftword.doc-image-0ma03nxs.png) icon. The following prompt is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/workingwith12dsynergypluginformicrosoftword.doc-image-scwivoz0.png)
    2. Select the required option and upload the file.
  - To **upload/import the document into the 12d Synergy application with a different file name**, do the following:
    1. Click the **Upload As** ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/workingwith12dsynergypluginformicrosoftword.doc-image-sh1fw7pe.png) icon. The **Name File for Upload** window is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/workingwith12dsynergypluginformicrosoftword.doc-image-s8m4ypou.png)
    2. Enter the new file name in the **Upload As** box.
    3. Click the **Accept** button. The **Select a folder** window is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/workingwith12dsynergypluginformicrosoftword.doc-image-g6ugu1ta.png)
    4. Select the location where you want to upload/import the newly named file.
    5. Click the **Select** button. The following prompt is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/workingwith12dsynergypluginformicrosoftword.doc-image-g14s289h.png)
    6. Select the required option and upload the file.

### 1.4. How to Get the Latest Version of the file

When you work on a document, save it, and check it into the 12d Synergy Client application, the version number of the file is updated. When you checkout the file, work on it, and save it, the version number on the 12d Synergy Client application is NOT updated as it is still not checked in.

When you do a **Get latest** **version** for any document, the last checked-in version of the document is updated to your local workspace and is opened for use.

Note that if you have checked out a file, made some changes to it, saved it, and closed it but did not check it into the 12d Synergy Client application, then on doing a **Get Latest Version**, the changes that you have made to the document are lost as they have not been checked in to the 12d Synergy Client application.

You can perform a **Get Latest Version** function in one of the following ways:

- Right-click the document and select the **Get latest version** option.
- In the opened document, access the 12d Synergy menu option and click the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/workingwith12dsynergypluginformicrosoftword.doc-image-7yt1sanp.png) icon.

The locally saved version of the document is overwritten by the last saved version checked into the **12d Synergy Client** application.

### 1.5. How to Insert Attributes in a File

Word documents that have plugins can have embedded attributes. When you update the source of these attributes, such as a Job attribute, the document is automatically checked out, the attribute value is updated, and it is checked back into the 12d Synergy Client application. Thus, the version number of the document is increased, and the document is up to date.

To insert an attribute, do the following:

1. Open the MS Word document and place the cursor at the point where you want to insert an attribute.
2. Click the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/workingwith12dsynergypluginformicrosoftword.doc-image-qpt2lhis.png) icon from the **12d Synergy** plugin. The **Select Attribute** window is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/workingwith12dsynergypluginformicrosoftword.doc-image-3u34r822.png)
3. Select the required attribute and click the **Select** button. The value of the selected attribute is inserted in the document at the cursor.

  - You can use the **Refresh Attributes** ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/workingwith12dsynergypluginformicrosoftword.doc-image-ktvtmtvd.png) icon button to update the values of the attributes in the document when they are updated in the 12d applications.
  - If you select the **Insert as a dynamic placeholder** check box in the **Select Attribute** window, the attribute name is added to the document within square brackets. The square brackets symbolise a placeholder for the attribute mentioned in between them, the value of which can be updated only once.

### 1.6. How to Insert Forms Placeholders

You can use this icon button while creating [form templates](/v1/docs/form-templates). Please refer to the linked procedure to learn how to format your form output using placeholders.

> This icon is displayed only when the Word document you are accessing is checked out from the 12d Synergy Client application.

### 1.7. How to Insert an Image into a file from Synergy Space

You can insert an image from the **12d Synergy Client** application.

1. Open the MS Word document and place the cursor at the point where you want to insert an image.
2. Click the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/workingwith12dsynergypluginformicrosoftword.doc-image-4oaesd0k.png) icon from the **12d Synergy** plugin. A list of jobs that can be connected to is displayed in the **12d Synergy Client** application.
3. Select the job from which you want to select an image. The **Browse for a file –** **<*job name*>** window is displayed.
4. Browse for the required image and click the **Select** button. The image is inserted into the document at the cursor.

### 1.8. How to Create a PDF of the MS Word document

12d Synergy enables you to directly create a PDF of the MS Word document you are working on and save it at a location of your choice in the **12d Synergy Client** application.

1. To create a PDF of the document, click the **Save As PDF** ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/workingwith12dsynergypluginformicrosoftword.doc-image-4v82jsd9.png) icon button on the **12d Synergy** plugin. The **Select a Folder** window is displayed.
2. Select the location where you want to save the created PDF.
3. Click the **Select** button. The **Enter the new name for the file** prompt is displayed.
4. Enter a name for the PDF to be created and click the **OK** button. The **Describe this Change**prompt is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/workingwith12dsynergypluginformicrosoftword.doc-image-6z1my0t7.png)
5. Select the **Created PDF**option.

> [!NOTE]
> If any attributes are to be filled for the PDF, you will be prompted to enter their values at this stage.

The PDF is created and is saved in the selected location.

> [!NOTE]
> To see the original file from which a PDF has been generated, select the PDF, and view the **Associations**tab. It will display the MS Word document from which the PDF was generated.