When creating a Word forms, you can insert merge fields that act as placeholders for data that Provet Cloud later inserts into the document, or use them as freely editable fields. This functionality makes the workflow faster and more reliable. See the list of available placeholders.

When the document is uploaded to Provet Cloud, you can map these fields so that Provet Cloud recognises them. If a merge field is left unmapped, it can function as a free text field. Note that if you want to use advanced features like checkboxes, you should use the PDF form feature.

To insert a merge field to a Word form, follow these steps:

1. Launch Microsoft Word.
2. Open an existing document or create a blank document.
3. Customise the document using merge field placeholders for auto-filled data (e.g., client name, clinic address).
4. A dialogue for creating the merge field opens. Select MergeField from the menu on the left side of the dialogue.
5. Add the Field name, for example, “client_name”. Do not use special characters. If you want the same placeholder to work in multiple places within the document, you can copy and paste the merge field.
6. Select OK to save the document as a DOCX file. When the field was inserted correctly, you will see its name with double arrowheads on both sides in the document.

See also

I uploaded the file, but I'm not seeing any of the merge fields                

I uploaded the file, but some merge fields are not appearing

Set Up Word Forms

Edit and Delete Forms

Updated 20 August 2024 06:27