I'm currently looking for a way to save a MS Word document directly from Word to SF. This is the procedure I want to simplify:

1. User creates a letter in SF using the standard mail merge functionality
2. Letter is opened in Word and fields have been merged
3. Letter is modified and saved to user's local hard drive
4. User (in SF) navigates back to the case and locates the attachments
5. User uploads locally saved document to SF as an attachment on the case

I want to replace those steps with the following (ideally replacing the last 2):

1. User creates a letter in SF using the standard mail merge functionality
2. Letter is opened in Word and fields have been merged
3. User hits CTRL-S (or a new/separate button) in MS Word which automatically saves the document directly back to the case (replacing any existing documents with the same filename)

I know there are options on the AppExchange that (partly) solves this problem but they are all huge apps providing a lot of functionality which is not needed. I "only" want that one button available in Word ;-)

Since SF already provides desktop integration for Word, Excel, Outlook etc. it must be possible. I'd be fine with doing the development myself but I need someone to point me in the right direction.

Thanks.

Søren Nødskov Hansen