Prompts can be used to request information directly from the user that will populate in the merged document.
Multiple prompts of the same or different Data Type can be used in one document, however, the Prompt text must be unique for each prompt when the Data Type is the same. For example, each "Select" prompt in a document must be unique in order for each prompt to trigger during the Document Generation screen.
NOTE: To insert prompts, you must have the Neos for Word Add-in installed. Once installed, the add-in can be used in Word Online or Word Desktop. For a better Word formatting experience and advanced document coding, it is recommended to use the add-in in Word Desktop.
To create a prompt:
Click the Prompt button in the Insert ribbon of Word online.
In the Insert Prompt side pane, enter the Prompt instruction or request for information you want displayed to the user.
Select the Data Type. This will apply the appropriate formatting for the data submitted by the user in response to the prompt. These include: Currency, Date, Name, Select, and Text. Data Types that display additional options are described below.
Date Data Type
When the Date Data Type is selected, an additional field will display to specify the desired Date Format.
Select Data Type
When the Select Data Type is selected, enter the list of options from which to send during the document assembly process. Enter list items in the Select List field followed by a comma and a space.
NOTE: IF statements can be inserted using an IF field from Quick Parts in Word Desktop. The following is an example of a completed IF statement:
4. Click the Insert Prompt button. A merge field is created in the location of your cursor that will return the fill-in data entered by the user in response to the defined prompt.
NOTE: Currency, Text, and Name data types are all type-in fields. The entered data will be added to the generated document in the exact format entered.
Example prompts:
[[ PROMPT | Expected Settlement Value | Currency ]]
[[ PROMPT | Free Text | Text ]]
[[ PROMPT | Name in Case | Name ]]
[[ PROMPT | Date Filed | Date | @"MM/dd/yyyy" ]]
[[ PROMPT | Select Location | Select | Baltimore, Miami, New York ]]
5. During the document assembly process, Neos will display the Prompt as a field to be specified.
