For admin content, see: Entity relationships overview. The relationships you select on this screen determine what entities and fields are available later when you define the Word template. Only select relationships you need to add data to the Word template.
To ensure documents download in a timely matter, there is an upper limit of for the number of related records returned for each relationship.
For example, if you're exporting a template for an account, and you want to include a list of its contacts, the document will return at most of the account's contacts. Document template downloaded from one environment can only be used within that environment.
There's a known issue with customer engagement apps apps-generated Word templates and Office Word. In the next section, you'll be adding XML content control fields to the Word template. Be sure to only add fields as Plain Text or Picture. You can make formatting changes to content control fields, such as bolding the text, but no other textual changes, including capitalization changes.
Deselect Capitalize first letter of sentences and Automatically use suggestions from the spelling checker. If you have frequent accidental edits that cause Word to freeze or have performance degradation, be sure to turn off the AutoCorrect options according to the section: "A known issue and how to avoid it". Some content control fields you entered likely have multiple lines of data. For example, accounts have more than one contact. To include all the data in your Word template, set the content control field to repeat.
In the XML Mapping Pane, right-click the relationship containing the content control fields, and then click Repeating. When you use the Word template in customer engagement apps to create a document, the table will populate with multiple rows of data. When the template has the fields and formatting you want, save it and upload it into customer engagement apps. When you have your Word template built the way you want, save it so you can upload it into customer engagement apps.
Access to the newly created Word template depends on how you uploaded it and to the access granted to the security role. Be sure to check out Use Security Roles to control access to templates. Best Smartwatches.
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Best Wireless iPhone Earbuds. Best Bluetooth Trackers. Best eReaders. Best VPN. Browse All News Articles. Next to File Format , click Microsoft Word template. To change where Word automatically saves your templates, on the Word menu, click Preferences , and then under Personal Settings , click File Locations.
Under File Locations , select User templates from the list, and then click Modify. Type the new folder and path you want to use, and Word will save any new templates in that folder. You can customize an existing template to make it even more useful. Add static information to the existing template, and then save the file again as a template.
Click a template that is similar to the one you want to create, and then click Create. Note: If you can't find a template, you can search for it based on keywords in the Search All Templates box. Add, delete, or change any text, graphics, or formatting, and make any other changes that you want to appear in all new documents that you base on the template.
To start a new document based on your template, on the File menu, click New from Template , and then select the template you want to use. Open a blank presentation, and then on the View tab, click Slide Master. The slide master is the largest slide image at the top of the slide thumbnail list. Associated layouts are positioned beneath it.
To make changes to the slide master or layouts, on the Slide Master tab, do any of these:. To add a colorful theme with special fonts, and effects, click Themes , and pick a theme. To add a placeholder for text, picture, chart, and other objects, in the thumbnail pane, click the slide layout that you want to hold the placeholder. From Insert Placeholder , pick the type of placeholder you want to add, and drag to draw the placeholder size. Add, delete, or change any text, graphics, or formatting, and make any other changes that you want to appear in all new presentations that you base on the template.
To start a new presentation based on a template, on the File menu, click New from Template , and then select the template you want to use. Next to File Format , click Excel Template. Add, delete, or change any content, graphics, or formatting, and make any other changes that you want to appear in all new workbooks that you base on the template.
To start a new workbook based on a template, on the File menu, click New from Template , and then select the template you want to use. Differences between templates, themes, and Word styles. Helpful 0 Not Helpful 0. Submit a Tip All tip submissions are carefully reviewed before being published. When downloading Word templates from a third-party website, make sure that the website is reputable and that the file you are downloading is in the correct format.
Some third-party websites may try to trick you into downloading viruses and malware in place of Word templates. You Might Also Like How to. How to. Co-authors: 6. Updated: September 16, Categories: Microsoft Word.
Italiano: Creare un Modello di Word. Thanks to all authors for creating a page that has been read 42, times. Is this article up to date?
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