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Create a Placeholder in a Microsoft Word document

Create a placeholder, such as a Date field in a Microsoft Word document.

  1. Open a blank Word document.
  2. On the INSERT tab, click Quick parts and select Field.
    The Field dialog box is displayed.
  3. On the Field names list, select MergeField.
  4. In the Field name box, enter a value, such as Date, for the field.
  5. Click OK.

    The placeholder for the field is created, as <<Date>>. Create other placeholders, as required.

  6. Save the document as a Word template.

Add Hyperlink merge field in a Microsoft Word document

Create a hyperlink in a Microsoft Word document.

  1. Open a blank Word document.
  2. On the INSERT tab, click Hyperlink.
    The Insert Hyperlink dialog box is displayed.
  3. Enter the text you want to display for the hyperlink in the Text to display field, such as KTA.
  4. Enter the address of the hyperlink in the Address field. For example, "http://<machine name>.asia.kofax.com/TotalAgility/designer/"
  5. Click OK.
    The hyperlink text appears in the word document.
  6. Press Alt+F9 to view the field code. The field code appears as follows:

    { HYPERLINK "http://<machine name>.asia.kofax.com/TotalAgility/designer/" }

  7. Delete the link text including the quotes; only { HYPERLINK } should remain.
  8. Place the cursor after the HYPERLINK and insert the merge field for the URL. For example, TotalAgilityURL.
    For Merge field you should include the protocol and the same syntax as the URL at design time. For example: Enter “http://www.microsoft.com/” instead of “www.microsoft.com”.
    The field code appears as: { HYPERLINK {MERGEFIELD TotalAgilityUrl \* MERFEFORMAT}}
  9. Press Alt+F9 to hide the field code.
  10. Save the document as a Word template.

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