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Associate Word merge DOCX form with PSIsafe Management template

Go to Document Settings > Templatesin PSIsafe Desktop Management, select the preferred template and click Edit. Proceed to Step 2: Managers/Extensions. Then, perform the following actions.

  1. Select the Word Merge manager from the list of managers and click Add in Step 1.
  2. To associate the extension, click Add in Step 2 and select DOCX.
  3. Click Pick to display a window to browse to the form file in question.

    Make sure to select the Word Merge Manager, which is set as an Electronic Form to pull folder index data accordingly. Using the Word Manager will not work in this case, as PSIsafe Desktop will not know to pull corresponding Index data as needed.

  4. The File Exists? column should switch to "Yes."
  5. To complete the process, click Finish.
  6. Click Finish on the template creation process to complete the overall folder index linking process for Word merge DOCX forms.

    When selecting New and the newly created template, a PSIsafe Desktop user will now see folder index data automatically populated into the Word merge fields of the Word merge DOCX form.