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Setting up document templates in WorkPoint365

This article describes how to set up document templates in WorkPoint365 template library. This article deals with Word files. For working with Excel, please see the article on mail merge to Excel documents with WorkPoint365 templates.

Access Template Library

Access Template Library

Enter the Template Library by clicking the icon on the WorkPoint365 home page. The template library opens in a new window/tab.

Choose module

Choose module

Clicking the Word icon allows you to choose which module the template should be used in. The template will have mail merge fields from the module you choose, plus from modules sitting above that particular module in the WorkPoint365 module hierarchy. From this guide we will choose a Case template. In this solution the Case module sits below the company module which is the top level.

Opening Word

Opening Word

Clicking "Case" will open Word with a blank document. Now you will be able to choose which data fields to merge into the template by clicking the "Insert Merge Field" button.

Pick data field

Pick data field

We pick the "Cases_Title" field. We add the text "Case name" to put a label to the field.

First field

First field

The document will now look like this. We pick another field, this time we choose "Companies_Title".

Second field

Second field

The result will look like this.

Save the template

Save the template

Close the document, click "Yes" in the "Save" dialogue and write a suitable name.

Test the template

Test the template

To test the template, pick a suitable case and click the "Document" button.

Document name

Document name

In the template, provide the document a name, then click "Choose alternative document template". Note if you just click save, the system will pick the standard SharePoint template for the content type.

Save the document

Save the document

Choose your new template and click on "Save". You can choose either of the save options, the new document will be saved in the document library on the case anyway.Open the document from the case. The result should look like below.

My test document

My test document

You are now ready to create more templates with WorkPoint365 template library. :-)

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