You can save a document as a template at any time and update the template whenever you like. After you create the template file, however, make sure you open the template—and not document based on the template—if you want to make changes to it. Important If you decide to make changes to the template at a later time, remember to clear the read-only properties before you begin or Word will prompt you to save the file using a different file name.
You can save a template to any location on your computer to which you have access and open new documents using the template by going to that location. To see the template in My Templates in the New Document pane, however, you need to add the file to the default location for templates on your computer.
Many of you who distribute or maintain documents and templates on a network have asked how to do this. The next time you click My templates in the new document window, the templates on the network drive will appear. Note : your AppData folder may be hidden. There's a known issue with customer engagement apps apps-generated Word templates and Office Word.
In the next section, you'll be adding XML content control fields to the Word template. Be sure to only add fields as Plain Text or Picture. You can make formatting changes to content control fields, such as bolding the text, but no other textual changes, including capitalization changes. Deselect Capitalize first letter of sentences and Automatically use suggestions from the spelling checker.
If you have frequent accidental edits that cause Word to freeze or have performance degradation, be sure to turn off the AutoCorrect options according to the section: "A known issue and how to avoid it".
Some content control fields you entered likely have multiple lines of data. For example, accounts have more than one contact. To include all the data in your Word template, set the content control field to repeat.
In the XML Mapping Pane, right-click the relationship containing the content control fields, and then click Repeating. When you use the Word template in customer engagement apps to create a document, the table will populate with multiple rows of data.
When the template has the fields and formatting you want, save it and upload it into customer engagement apps.
When you have your Word template built the way you want, save it so you can upload it into customer engagement apps. Access to the newly created Word template depends on how you uploaded it and to the access granted to the security role. Be sure to check out Use Security Roles to control access to templates. Administrators can use the Settings page to upload the Word template into customer engagement apps.
A template uploaded in Settings is available to all users in your organization. Open a record with information you want to create a document. For example, open a customer account record in Sales. Only templates built for the selected record type entity will be displayed. For example, if you open an opportunity record, you will not see a template you created with the Account entity.
You need to refresh customer engagement apps to see the template. Either refresh your browser or close and reopen customer engagement apps. After you select your Word template, customer engagement apps create a Word document from the record you selected.
The sample Word templates were created with a particular record type entity. You'll only be able to apply the template to records of the same record type. Open a record with information with the entity type that matches the sample template. For example, open a customer account record in Sales to apply the Account Summary template. Bring out your best writing with Word in Microsoft See options for home. See options for work. Office is now retired Do your best writing with the most up-to-date version of Word.
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