Knowledge Base

Below we have outlined some helpful tips and tricks you may want to consider when creating the Template and Workbooks Report. Word Template When using tables, such as for the creation of Line Items use

Once the Template is available on the Record, selecting the Template will download a Word Document, if a Filename column has been selected, the document will be titled according to that column. In this example,

Workbooks Word Add‑in Templates allow you to generate professional Word documents such as Invoices, Quotes, Contracts, and letters using live data from Workbooks. These templates combine a Word document layout with data from a Workbooks

The MS Add-in can be centrally deployed and controlled by an Office 365 Administrator or users will be prompted to install the add-in when word documents are downloaded from Workbooks. Word Add-in System Requirements Note: