In this demonstration, we'll create a Microsoft Word Template which we'll use to format information collected on the Pocket PC.

This Nonconformance Reporting Form includes a variety of data-entry fields for which we would like to produce formatted output.

Let's take a closer look at the form.

As we review the form using the designer, make a mental note of the field names we've used to capture data.

Notice there's a part number, serial number, station number, defect code and so forth. We have a defect description, an image capture control and even a signature block.

Now let's close the designer and create the Word Template to format this form's data.

We'll right-click on our form then select the "Create Word Template" option from the context menu.

PocketForms will be providing Microsoft Word with information about your form and is giving you the chance to give it a unique name. We'll go with the default and click the OK button to proceed.

When Microsoft Word is loaded, notice the field labels that are contained in our data collection form. What we would like to see are the data field placeholders that are currently hidden.

Let's show the Task Pane then select the view titled XML Structure.

Check the option to "Show XML Tags" and you'll notice the pink placeholders for each of our form's data fields.

Microsoft Word offers a lot of flexibility for designing forms such as this. Since we are simulating a company form, we'll start by defining a table with just a few rows.

To illustrate the general process, we'll drag the pink place-holder for the "Form Name" field into the table then apply some basic formatting.

To complete our Word Template, we'll do more of the same. Let's skip ahead now to the point where we've finished our form.

As you can see, we now have what looks like a respectable business document. Notice the pink place-holders correspond the various fields we have defined for our data collection form.

We'll zoom out so that you can see the entire form.

Notice that we've kept all of the data field place-holders between the starting and ending form tags.

Let's restore our view and hide the XML information.

We'll save the document, not as a word file but instead as a Document Template. Let's place it on our Windows Desktop so that we can easily find it as we continue this demonstration.

After closing Microsoft Word, we'll go back into PocketForms and locate a filled out form to load into our new template.

Notice this form has been filled out and includes a captured image and a signature.

Right-click on the form to display the context menu, then choose the option to load a Word Document. We'll select the template that we just created.

When Microsoft Word loads, you'll notice the data from our custom form has been placed into the document.

We can make changes to the document, send it by Email, print it or even route it through an approval process. For now, we'll close the file without saving.