How to place ASK-REF fields in a DocGen form
1. Place the cursor where you
would like to insert an ASK
2. In the Insert menu, select Field.
3. In the right column click ASK
4. Go to the area where “ASK”
was inserted, click inside that
area. The cursor goes to one
space after the word ASK.
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5. Enter a single word with no
spaces for the name of the ASK
6. Press the spacebar once and
type within quotation marks the
instructions you want the user to
see during the merge. Click the
7. After clicking the OK button,
you see what the user will see
during a DocGen merge of this
document. Do not leave this
blank. Doing so will cause
“ERROR REFERENCE NOT
FOUND” to appear in the shell
8. Enter a value here that will be
helpful to the user. “Name of
Child” will appear in the shell
9. Although nothing shows,
the ASK field is now in
place in the document. In
order for what the agent will
enter in the ASK field to
print, we must insert a REF
field immediately after the
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10. In the Insert menu, select Field.
11. Scroll down in the right
column of “Field names”
and select “Ref”. When you
do, the word REF appears in
the code section below.
12. Click inside the area above Description. The
cursor should automatically be one space to the
right of REF.
13. Enter the name of the ASK
field here. This will print
the agent’s response to the
ASK field referenced.
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14. Be sure to place a checkmark in
the box to the left of Preserve
formatting during updates.
Click the OK button to place the
15. Here we see what we stored in the form as a default
value for the ASK field. (See step 8. above.)
16. During the DocGen merge, the
agent will see this value
highlighted. Whatever the
agent types in will
automatically replace this value
when OK is clicked.
17. Now, the default value of
the ASK field shows after
placing the REF field.
18. Since the form had an underline for the child’s
name, we want to format the REF field with an
underline. This will cause the child’s name to be
underlined for emphasis in the merged
document. Make sure the REF field is fully
selected (black, not gray). Right click on the
selected REF field. Select Font.
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19. Select a solid line under
20. Make sure the Preview
shows the field underlined.
Click the OK button.
21. Here is the underlined REF field.
22. Make sure to completely select the REF
field. Right click. Select Copy.
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23. Go to the next place in the
document where you want
to place the REF field.
Right click and select Paste.
24. The 2nd REF field appears. You can place as many copies of
the REF field as needed.
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