Set Up Word Forms

You must use a version of Microsoft Word that supports the DOCX file format. Word for the web is not supported. Additionally, versions of Microsoft Word meant for Apple computers (using macOS) cannot be used.

When creating Word forms, you can insert merge fields that act as placeholders for data that Provet Cloud will insert into the document. After uploading the file to Provet Cloud, you can map these fields so that Provet Cloud recognises and utilises them appropriately. Once uploaded, these forms can then be used during consultations, allowing you to fill and save them directly in Provet Cloud.

To set up Word forms:

Go to Settings > Lists & Templates > Templates > Certificates & Forms.
From the Document form drop-down menu, select the form type you want to add.
On the Document template page, add the Title and the Department in which the form is available. If you do not select a specific department, the file will be available across all departments.
Select the Drop files here to upload area to browse for a file or drag and drop a file into the area.
After the file has been uploaded, the merge fields inserted into the document are shown on the Document template page. Use double brackets “[[“ to map the fields by selecting corresponding placeholders from the list. For a list of available placeholders, see List of Placeholders. Unmapped fields can be left for free text or resized as needed.
After mapping all the fields, select Save to finalise the form setup.

Select Back in the top left corner of the Document template. The Word form you created is shown under Certificates & Forms.

Set Up Word Forms

See also

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