Based on FilePro Version 16.1 - Copyright 2013-2016
Inserting a prompt using Fill-in
The Fill-In field prompts you to enter text. Your response is printed in place of the field. Word prompts you for a response each time you update the Fill-In field, such as when you step through the records in a mail merge or when you press .
You would use these fill-ins when you are not storing the information in a User Defined Field in FilePro. That is, if you will not need to use this information for anything else.
Note: To insert your response in more than one location, use an ASK field.
1. Open up the document to be edited.
2. Select Insert Word Field from the merge toolbar.
3. Select Fill-in
4. Type the Prompt the user will receive.
5. Enter something in the Default fill-in text box if the response will be fairly standard.
6. Check Ask once to avoid this prompt in the document again. This is probably not relevant here with single use Word documents, but if you are using the contact merge where you are potentially merging hundreds of documents, you don’t want to have to type the same information over and over.
7. A dialog box will appear showing how the user will be presented with the information.
Note: You can reference other fields within the fill-in field, but will need to Toggle field codes to do this. If you would like to include, for example, the client’s name in the dialog box then toggle field codes on, position your cursor where you want the name to appear and click Insert Merge Field and select appropriate field.
The above example would now look like this:
{ FILLIN "Please enter the appointment time for {MERGEFIELD Files_FILE_NAME} ”}
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