AgileApps Support Wiki Pre Release

Difference between revisions of "Create an MS Word Document Template"

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imported>Aeric
imported>Aeric
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# Insert template variables, record-specific images, and/or charts, as explained below.
# Insert template variables, record-specific images, and/or charts, as explained below.
# Save it in <tt>.docx</tt> format.
# Save it in <tt>.docx</tt> format.
{{Note|The <tt>.docx</tt> file is stored in an XML format the platform can work with. A <tt>.doc</tt> file is in a binary (numeric) format that won't work.}}
{{Note|<br>The <tt>.docx</tt> file is stored in an XML format the platform can work with.<br>A <tt>.doc</tt> file is in a binary (numeric) format that won't work.}}


===Adding Template Variables===
===Adding Template Variables===

Revision as of 01:45, 17 February 2012

Creating the Template File

  1. On your local system, create a Word document
  2. Add boilerplate text and place-holder images.
  3. Insert template variables, record-specific images, and/or charts, as explained below.
  4. Save it in .docx format.

Notepad.png

Note:
The .docx file is stored in an XML format the platform can work with.
A .doc file is in a binary (numeric) format that won't work.

Adding Template Variables