Create an MS Word Document Template

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.

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.