Set Up Word Forms

To set up Word forms:

  1. Go to Settings > Lists & Templates > Templates > Certificates & Forms.

  2. From the Document form drop-down menu, select the form type you want to add.

  3. On the Document template page, add the Title and the Clinic location in which the form is available. If you do not select a specific clinic location, the file will be available across all clinic locations.

  4. Select the Drop files here to upload area to browse for a file or drag and drop a file into the area.

  5. After the file has been uploaded, any 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.

  6. After mapping all the fields, select Save to finalise the form setup.

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

Create Word Forms with Merge Fields

Note

When creating a Word form, 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 will automatically fill in the document. After uploading the document to Provet, you can map these fields to ensure they are populated with relevant information. Once uploaded, these forms can then be used during consultations, allowing you to fill and save them directly in Provet. If a merge field is left unmapped, it will function as a free text field. For advanced features like checkboxes, use the PDF form feature.

  1. Launch Microsoft Word.

  2. Open an existing document or create a blank document.

  3. Go to the Insert tab, select Quick Parts, and then choose Field.

  4. In the Field dialogue, select MergeField from the list on the left side.

  5. Enter the Field name, for example, 'client_name', without special characters. To use the same placeholder in multiple places within the document, copy and paste the merge field.

  6. Select OK. If the field was inserted correctly, you will see its name with double arrowheads on both sides in the document.

insert_quick_parts_field_numbered_big.jpg
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See also

Overview of PDF and Word Forms

Use Word Forms

Edit and Delete Forms

Create and Manage Centrally Managed Text Templates

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