It is very easy to create new templates with the eformity side panel in Word.
Note Before you can work with the side panel, you will have to make it visible. Click here to find out how to do this. hier.
Follow these steps to create new templates:
- Make sure the Documents are visible in the side panel. Initially you will see the SmartParts here. Click on SmartParts and select Documents to make the documents visible.
- At the bottom of the side panel, click on the +-icon and enter the name for the new document (template).
- Click on Save.
- The new document is now shown in the list with Documents.
- Click on the pencil icon beside the document name to open the report template.
- Edit your template with the desired layout: margins, styles, tables, colors, etc.
Where necessary, add translations and variables for your headings and input fields. Use the options in the side panel to do this.
Use the Save button in the side panel to save the template. Now close the document without saving it in Word.
Further reading: