Word merge DOCX forms

This topic describes the process of setting up a Word merge DOCX form with links to PSIsafe folder indexes, so that when you create a new document with this template, the Word Merge DOCX form will have a variety of fields pre-filled to ease the import process. To use this feature, you need to pre-configure Word merge DOCX forms to have fillable fields, which are then linked to PSIsafe folder indexes. From this topic, you will understand how to create a fillable Word merge DOCX form, where in the template creation process it is added, and how to link your PSIsafe folder indexes to the field to automatically populate the index data.