Once your template is set up, creating a new document is as simple as filling in a form. WordFields puts your values into the template and makes a ready-to-use file in seconds.
When you open a template to create a document, WordFields shows the form in the Template pane on the left and the document itself on the right. Fill in the fields — in the form or straight in the document — and the document updates as you type. When everything is in, create the document with a single click.
Note
You'll need access to a template in your workspace to follow these steps. Members create documents; Admins and Managers also edit the templates.
Step 1: Open a template
- In the workspace, browse or search for the template you want to use, and click it to open its details pane.
- Read the notes the template's author left, if any, under the toolbar.
- Under Create a new document, click the template's file.
The form opens with the document beside it. A template with several files — a different language, a variation — first asks which file to use.
Step 2: Fill in the form
- Work through the fields in the pane. Required fields are marked with
*, and the line above the form counts how many are still empty. - Or click a field in the document and type there: the form and the document are one, and the field you are in is highlighted in both.
The first rows are the document's own: DocumentDate, today unless you pick another day, and Title, unless the template names its documents itself. Merge tags and formulas are worked out as you go.
Tip
Fill with AI at the top of the pane fills the form from text you have copied — an email, notes, a previous document. Copy the text, click Fill with AI, then Paste from clipboard: the AI Assistant reads it and puts each value in its field. Check them before creating the document.
To start over, click Reset form in the toolbar: every field goes back to its default.
Step 3: Create the document
- Click
Create document(Create workbook,Create text file) in the top left.
A required field still empty, or a value outside its allowed range, stops the document: the field is marked and the form scrolls to it. Otherwise the document is made and opens on its own page.
The document page shows the finished document, read-only, with its record on the left: the author, the automatic number, the document date, when it was created, and the notes the template's author left for this moment. The toolbar offers:
Save document— Saves the file to your device with the browser's save dialog (Ctrl+S).- Download a copy and Email me a copy — in Save document's menu. The copy is emailed to your own address.
Create again— Opens the same template's form for the next document.- Edit template (the pencil) — For Admins and Managers.
Note
WordFields keeps the document's record — not the file. The file is yours once it is saved, downloaded or emailed; if a cloud storage app is connected to the workspace, a copy is saved there too and linked from the record. See Generated documents and Connect apps.
Trying a template out
Admins and Managers can try a template without creating anything: in the editor, switch to Preview, fill in the form (or click Fill sample data), and click Preview document. Preview with fields highlighted, in its menu, marks in yellow what each field put in, so you can check that every field is in the right place. A preview is never recorded or numbered. See Word templates.
