Word merge DOCX forms
The following topics describe how to set up a Word merge DOCX form with links to PSIsafe Desktop folder indexes, so that when you create a new document with this template. These Word Merge DOCX form can have a variety of fields pre-filled to ease the import process. To use this feature, you need to pre-configure your Word merge DOCX form(s) to have fillable fields, which are then linked to PSIsafe Desktop folder indexes.
Word Merge DOCX form creation and setup
To create and edit forms, you must have the appropriate form-editing software. In the case of Word merge DOCX forms, this functionality requires creation of forms with Microsoft Word.
To learn how to create a fillable Word merge DOCX forms, including the template creation process, how to link your PSIsafe Desktop folder indexes to the Word merge fields, and how this automatically populates document index fields, see: