Difference between revisions of "Create an MS Word Document Template"
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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
- On your local system, create a Word document
- Add boilerplate text and place-holder images.
- Insert template variables, record-specific images, and/or charts, as explained below.
- 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.
