Use of forms
Forms allow you to enter the information that will be used when exporting your document as a PDF file, regarding either the content of the text or the page layout.
Example of information entered in the form as it will appear on the Contacts page:
Example of information entered in the form used in the word processor:
To insert a code during your word processing, click on the “Insert merge fields” icon then select the code(s) of your choice from the dropdown list.
NB :
- The placement of content used in the layout cannot be modified.
- Fields are not merged in the word processor, they are only visible when you export to the PDF document.
To learn more about customizing the merge fields in your forms, click here to access the category
Difference between the folder form and the document form
The form allows you to enter information concerning your client and your folder/document.
- You systematically create a folder before creating any documents.
- All the fields filled in on your folder form are automatically used in your document form.
- All the fields for a document can be customized specifically for this document.
- If you modify the information in the folder form, it will not affect existing documents already in the folder.
NB: Some categories of a form may only be visible in the document form (depending on the parameters set for your site by your manager).