Creating Forms

Jun 14, 2021
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I am looking to create a word document to assist in generating standard notes on clients accounts and standard response to the client.

Is there a way to create an entry form at the top of the document that collects basic information such as Name, Issues, Action taken, date/time of conversation and then have that information populated into a more standardized template for record keeping?
Name: Joe Smith
Issue: can't get system working
Action Taken: Reset services and hardware

Agent Spoke with <name> on Date/Time in regards to <issue>. Agent <action taken> to address issue.

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