AgileApps Support Wiki Pre Release

Create an MS Word Document Template

From AgileApps Support Wiki
Revision as of 01:45, 17 February 2012 by imported>Aeric

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