Automatic Document ID during Document Assembly

It is often important to reconcile a physical version of a document against one held in you document repository. ZumeForms allows you to automatically add a unique system generated ID that you can reference against physical document copies.

Microsoft Mail Merge Field

To add an automatic system generated document ID just add a Microsoft word merge field to your document template named “«System_DocID»“. ZumeForms document assembly engine uses Microsoft Word mail merge fields to match data entered by the user into the form. To learn about adding mail merge fields to your document template read this post on our support site.

Sample Form and Document

Your document should look something like the screen shot below. To see how we did it download a the sample document template we used here. To try the form and see the automatic id generation try out the form here.

Document Assembly - Document ID

Document Assembly – Document ID