Create Word merge DOCX form in Microsoft Word

To begin, open your form file in Microsoft Word. You can create one from scratch, or convert an existing file type to the Microsoft Word DOCX format. Then, perform the following actions.

1. Your form will likely have underlined sections or boxes that would normally indicate information to be filled out by hand. You can set up those areas of the form to be Word merge fields.

   To add a Word merge field, select the Insert tab, then Text > Quick Parts > Field.

   The Field window appears.

2. Select Merge Field from the list of field names, and First capital from the list of format types.

   Select the Preserve formatting during updates check box. Click OK to apply the changes.

3. The process for determining which Word merge field is connected to its corresponding folder index is relatively straightforward. During the cabinet creation process in PSIsafe Desktop Management, index fields are assigned an "Order Number," which is displayed in Step 2 of the Cabinet Creation screen. To access this screen, select the cabinet in question, then click Edit and proceed to Step 2.

   To link a folder index field to a Word merge field, you need to use the corresponding number of the index field with an "F" in front of it. For example, the field name is set to "F1." This means that PSIsafe Desktop will pull the index data from folder index 1, which correlates to the "Name (L, F)" index field. To ease the linking process, record the index name and corresponding "Order" number to another document for reference.

   Repeat this process until all your Word merge fields are configured.