You can add a Microsoft Word form to a consultation or client record, where it is displayed with placeholder data filled in by Provet. You can manually edit any placeholder fields if needed, or leave blank fields for free text.
Add a Word Form
Open the consultation or client record where you want to add the form.
Select Add and choose the Word template from the list.
In the Open form dialogue, select Open. The Editing the form dialogue opens with placeholder fields on the left and a live document preview on the right.
Review the placeholder fields and update content as needed.
Incorrect data indicates outdated or incorrect information in the client, patient, or consultation record.
Empty fields indicate that the corresponding record data is missing, or the template intentionally contains free-text fields.
Note
Microsoft Word–based forms cannot populate image placeholders, so [[supervising_vet_signature]] will not appear in Word documents. To include the signature image, use a PDF form and add an image field for this placeholder.
Your changes are autosaved approximately every 15 seconds. To save immediately and update the preview, select Save & Preview.
While in the editing view, you can:
Print the document
Send mail to email the document
Use DOCX import/export to export the file or import a DOCX to replace the generated content
Optional: To prevent further edits, select Lock this form.
To delete the document from the record, select Remove. You cannot remove a locked document.
Provet applies record data to placeholders until the document is first saved (either by autosave or by Save & Preview). After the first save, your manual edits are preserved.
The saved document remains visible on the Forms tabs of the client page and also appears on the Forms tab on the client and patient pages, where you can print, edit (if unlocked), or delete it.
To delete the form from the consultation or client record, select Remove in the Editing the form dialogue or from the Forms section of the record. Note that you cannot remove a locked form.