Selecting data entry fields in Microsoft Word

Make sure that you have installed the Doc.one plugin for Microsoft Word. Once you have done so, go ahead and open the template you want to edit.

  1. To add a template field, select the text fragment where the data should be entered when creating the document.
  2. Open the Doc.one tab in the toolbar and select Show add-in panel.
  3. Click on Add Field in the panel on the right.
    Screen_Shot_2018-05-21_at_9.18.44_AM.png
  4. Enter the field name in the Title box in the right sidebar
  5. Select the type of the created field in the Type line.
  6. If this field is required, select True in the drop-down.

Note: This can also be done by highlighting the word and selecting add field.

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