Using Word's Built-In Features to Create Fillable Forms and Templates

Forms are the lifeblood of many practice areas, but simply repurposing documents previously drafted for other clients is slow and tedious. However, Microsoft Word contains many features that allow you to create and automate forms. In this seminar, you will learn how to use AutoText, macros, fill-in fields, Mail Merge, Merge fields (without using Mail Merge), and content control fields. In this seminar, we are going to focus on plain Merge fields as a means of automating your templates. Once you know the rules, they are easy to set up; and it is one of the tools that works the same in Word for Windows and Word for Mac. With Merge fields, you can enter data once (like the client's name) and have it automatically inserted everywhere necessary in a document. Your templates can automatically calculate and insert pronouns, handle verb conjugation, and even include or exclude whole clauses based upon a test or condition. Best of all, this functionality is free and built into Word. All you need to do is learn how to take advantage of it!