QlickFill - Forms

WordTricks QlickFill Forms provides a way for you to create "instant" merge/form documents. This is useful anytime you have a document that is used several times with minor changes. QlickFill produces a list of fields within a document wherein you can easily change the values to personalize the form.

Creating a QlickFill Form

Before starting you need to create the "boilerplate" part of the form, the text that does not change. Start by typing, pasting, or using QlickForms to import this text. Do not worry about providing large blank spaces for your fields, they will be sized automatically. Save your document as a Word Template (*.dot) type. Then simply launch the QlickFill dialog box and insert your fields.

Hint: Use tables with invisible grid lines to ease formatting of the form. This will fix spacing of fields within the page.

Design and type or import your form. Save it as a Word Template by choosing the File menu, click Save As, and change the "Save As Type" to Document Template (*.dot).

Note: Word templates file names have a "Dot" extension.

Click the QlickFill button or press SHIFT + ALT + Q to open the QlickFill box.

Click the Administer button for more functionality.

The QlickFill dialog box is displayed below:

To designate your own field, type the name of the desired field in the text box to the right of the Insert button. Press ENTER or click the Plus button to add that field. You may also insert a field with information from the Author, Firm, or Contax database by double clicking on the desired Wordtricks field at the bottom of the QlickFill screen.

Note: Fields will be sorted in alphabetical order. If you wish fields to appear in a different order, put a number before each field (01,02,03....) When pulling in a database field you may append a number to the field name by clicking the Rename button.

Type the default value for each field, as desired. Individual users will be able to change the values in each field. If the field is a "Yes" or "No", check the y/n box.

Hint: We recommend typing a descriptive default value for every field as it makes reading the template easier.

For each field, place the insertion point in the template where you want the field to appear, click on the field, then click on the Insert button.

When you are finished adding the desired fields to the template click the OK button.

Important Note: Choosing Finalize will complete the processes, but will convert the default values to regular text. The document will no longer be an alterable form.

Other QlickFill functions available are:

Contax : Inserts a name and address directly from the Contacx Manager at the insertion point.

Note: Insertion using Contax can also be done while in user mode.

Delete : Deletes the selected field.

Rename : Renames the selected field.

Show Property : Shows the properties of the QlickFill fields.

Sort : Sorts the fields numerically then alphabetically.

Populate Fields with QlickFill

Once a template has been created with QlickFill fields it is a simple matter of populating the list with current information.

Open the template in Word.

Bring up the QlickFill box by pressing the QlickFill button or using SHIFT + ALT + Q.

The QlickFill dialog box appears:

Use the TAB key to move down the list, typing in the information you wish to appear in the form.

Click on the OK button to insert the information.

Populating Directly from Contax

A user can populate a name and mailing address in letter format at the insertion point with one click.

First, place the insertion point where you wish to insert the mailing information.

Click the Contax button on the QlickFill window.

Finalize

When you insert fields and print or send a document, typically you leave the template alone for the next time you create a new document based on the template. However, you may wish to keep a copy of the document based on a template with the fields populated with specific information. If this is the case, click the Finalize button. When the finalize button is pressed, all fields are converted to regular text.

Save the document as a Word document (name.doc) instead of a template document (name.dot).