Home File Templates Creating a Word File Template

Creating a Word File Template

Last updated on Dec 20, 2023

  1. Open any word document, it can be blank or a document you've use previously.

  2. On your Vsimple workflow, click Admin then File Templates

  3. On the top right corner of this page, click View Document Keyspaces

  4. In this pop-up window, click the icon to the very left of the field you'd like mapped onto your word document. This icon "copies" the keyspace code.

  5. In your Word document, "paste" the keyspace into the applicable spot.

  6. Your document may look like the image below.

  7. When you're ready, save the document and in the Vsimple File Template's page, click "New File Template" and choose the document created.

  8. To generate or test the file you've created, head to an individual record and under your name in the top right, click Actions then click the name of the file you've just added. This file will generate into your downloads folder.