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,

  There are three key parts to setting up and creating Word templates with Workbooks: Word Template, which should be designed in MS Word This could be a templated letter with placeholders for names and

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:

The Workbooks Word Add-In makes it easy to create and configure external documents by setting up MS Word Templates. These templates can be created for any record type in Workbooks, merging data from Workbooks into