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#CREATE FORM FIELDS IN WORD 2010 HOW TO#
#CREATE FORM FIELDS IN WORD 2010 PDF#

The Word document can be saved as a PDF.The Word document can be ‘signed’ with a touchscreen computer.The metadata is easily accessible for export and other uses.Stores that document (or documents) in a folder (actually a document set) that can be used to add other content.Where the same metadata value (e.g., ‘Client Name’) appears more than once, that value appears throughout the document where required at the same time. Auto-populates the Word documents where required with the metadata in the form.Auto-creates one or more Word documents (multiple based on metadata choices contained in the form).

#CREATE FORM FIELDS IN WORD 2010 HOW TO#

This post describes how to create a form in SharePoint that, via a very simple workflow: There is no easy (or cheap) way to extract the data.Ĭommon factors in all of the above are that they are time-consuming and the data is hard to extract from the form. They are time consuming, errors and omissions are possible and metadata must be re-typed.

These are very common (and very useful for specific purposes such as simple forms, less so for common agreements).

#CREATE FORM FIELDS IN WORD 2010 PDF#

Using editable PDF forms, sometimes using (Adobe or other) digital signatures.There is no easy way to extract the data. Errors and omissions are possible and if the metadata appears in more than one place it must be re-typed. This is also time consuming and in many cases it can be faster to print the form to fill it in by hand.

Completing a digital version in Word (and sometimes printing/scanning or saving as a PDF).

These types of forms are often scanned for storage.

This is time-consuming, handwriting can be difficult to read or require the form to be re-completed, and there is no easy way to extract the data.

Printing the form and completing it manually.

There are several different ways this is achieved, including: For example, a client name, address and phone number, or differing contract terms. The common factor between them is that the original template remains the same while elements within the document change. Most organisations have standard agreements or contracts or similar types of documents. As at this date, there does not seem to be an equivalent Power Automate option. See this updated post – ‘ Auto-populating Microsoft Word templates – a no-workflow option‘ published 21 September 2020. UPDATE – As Microsoft have deprecated SharePoint 2010 workflows from SharePoint Designer (SPD) (as described here), the model described below will not work as described.