Using Word Add-in Templates

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, the Filename Column was ‘Name’ on an Organisation report, so the document has been named ‘Atlantic Computer Services.’ If this Filename Column is blank, it will be titled as the Record’s Object Reference. 

When you open the document, depending on your security settings you may see an enable editing button at the top. If you see this, select the enable editing button, this will trigger the Add-in to run and merge all of the fields into the placeholders.

The document has now been downloaded and made specific to the Workbooks Record, however you can still edit information on the document as it is a Word document.

In the Add-in you will also see a note saying “Upload the document to Workbooks as PDF” clicking on this will upload a PDF into the files tab of the document (this may need to be enabled on the form layout).