Example Word Add-in Templates
To help you get up and running with the Word Add-in we have developed a series of Templates to help get you started. These can be used out of the box as they are or used as a starting point to be further customised and developed. Download links for each file can be found below.
Template Reports
These Templates all run from the same Template Reports which are accessible from Start > New > Report > Create a report from a template report which are all listed below:
| Record Type | Template Report Name | Template Notes |
| Contracts | Template – Word Template – Contract | Includes Line Item Start & End Dates |
| Credit Notes | Template – Word Template – Credit Note | Includes calculations to convert negative currency values to positive |
| Invoices | Template – Word Template – Invoice | Includes space for bank details |
| Orders | Template – Word Template – Order | Includes a signature block |
| Quotes | Template – Word Template – Quote | Includes a signature block |
Unified Templates
This set of templates is based on our Unified PDF templates that come as standard for all customers.
Select the below Record Type to download the relevant Word Template:
Landscape Templates
This set of templates provides an example of a different header format and a landscape layout.
Select the below Record Type to download the relevant Word Template: