Your administrator or customizer can provide information about entity relationships. For admin content, see: Entity relationships overview. The relationships you select on this screen determine what entities and fields are available later when you define the Word template. Only select relationships you need to add data to the Word template.
To ensure documents download in a timely matter, there is an upper limit of for the number of related records returned for each relationship. For example, if you're exporting a template for an account, and you want to include a list of its contacts, the document will return at most of the account's contacts. Document template downloaded from one environment can only be used within that environment.
There's a known issue with customer engagement apps apps-generated Word templates and Office Word. In the next section, you'll be adding XML content control fields to the Word template. Be sure to only add fields as Plain Text or Picture.
You can make formatting changes to content control fields, such as bolding the text, but no other textual changes, including capitalization changes. Deselect Capitalize first letter of sentences and Automatically use suggestions from the spelling checker.
If you have frequent accidental edits that cause Word to freeze or have performance degradation, be sure to turn off the AutoCorrect options according to the section: "A known issue and how to avoid it". Some content control fields you entered likely have multiple lines of data.
For example, accounts have more than one contact. To include all the data in your Word template, set the content control field to repeat. In the XML Mapping Pane, right-click the relationship containing the content control fields, and then click Repeating. When you use the Word template in customer engagement apps to create a document, the table will populate with multiple rows of data.
When the template has the fields and formatting you want, save it and upload it into customer engagement apps. When you have your Word template built the way you want, save it so you can upload it into customer engagement apps. Access to the newly created Word template depends on how you uploaded it and to the access granted to the security role. On the Developer tab, in the Controls group, click Group , and then click Group again.
In the Content Control Properties dialog box, under Locking , do any of the following:. Select the Content control cannot be deleted check box, which allows the content of the control to be edited but the control itself cannot be deleted from the template or a document that is based on the template.
Select the Contents cannot be edited check box, which allows you to delete the control but does not allow you to edit the content in the control. Use this setting when you want to protect text if it is included. For example, if you often include a disclaimer, you can help ensure that the text stays the same, and you can delete the disclaimer for documents that don't require it.
To assign a password to the document so that only reviewers who know the password can remove the protection, do the following:. On the Review tab, in the Protect group, click Restrict Editing. Type a password in the Enter new password optional box, and then confirm the password. Important: If you choose not to use a password, anyone can change your editing restrictions. Use strong passwords that combine uppercase and lowercase letters, numbers, and symbols.
Weak passwords don't mix these elements. Strong password: Y6dh! Weak password: House Passwords should be at least 8 characters long. In general, longer a password is, the more secure it is. It is critical that you remember your password. If you forget your password, Microsoft cannot retrieve it.
Store the passwords that you write down in a secure place away from the information that they help protect. For example, a business plan is a common document that is written in Word. Instead of creating the structure of the business plan from scratch, you can use a template with predefined page layout, fonts, margins, and styles.
All you have to do is open a template and fill in the text and the information that is specific to your document. When you save the document as a. In a template, you can provide recommended sections or required text for others to use, as well as content controls such as a predefined drop-down list or a special logo.
You can add protection to a section of a template, or you can apply a password to the template to help protect the contents of the template from changes. You can find Word templates for most kinds of documents on Office. If you have an Internet connection, click the File tab, click New , and then click the template category that you want. You can also you can create your own templates. You can start with a blank document and save it as a template, or you can create a template that is based on an existing document or template.
Make the changes that you want to the margin settings, page size and orientation, styles, and other formats.
You can also add content controls such as a date picker, instructional text, and graphics that you want to appear in all new documents that you base on the template. Give the new template a file name, select Word Template in the Save as type list, and then click Save. Click a template or a document that is similar to the one that you want to create, and then click Create New.
Make the changes you want to the margin settings, page size and orientation, styles, and other formats. You can also add content controls such as a date picker, instructional text, and graphics you want to appear in all new documents that you base on the template. Building blocks are reusable pieces of content or other document parts that are stored in galleries to be accessed and reused at any time.
You can also save building blocks and distribute them with templates. For example, you may create a report template that provides your template users with two cover letter types to choose from when they create their own report based on your template. Save and close the template that you have designed just the way you want it and to which you want to add building blocks for template users to choose from.
When you fill out the information in the Create New Building Block dialog box, in the Save in box make sure to click the template name. Click Templates. It's near the middle of the drop-down menu. Click Go…. This button is to the right of the "Manage" drop-down box. Click Attach….
It's in the upper-right side of the page. It's at the bottom of the Template window. This will open your template. Check the "Automatically update document styles" box. You'll find this box below the template's name near the top of the page.
Click OK. It's at the bottom of the window. Doing so will apply your template's formatting to the document. Method 4. Double-click the document you want to open.
Click Tools. This menu item is on the left side of the Mac's menu bar. Clicking it prompts a drop-down menu. If you don't see Tools , click your Microsoft Word window to make it appear.
It's an option near the bottom of the drop-down menu. Doing so opens a window. Click Attach. Click a template that you want to apply to your document. Doing so will apply the template's formatting to your document. Method 5. If you want to create a template from an existing document, double-click the document itself and skip to the "edit your document" step. Click the "Blank document" template. It's in the upper-left side of the Word window.
Edit your document. Any formatting changes you make e. If you're creating a template from an existing document, you might not need to edit anything. It's a tab in the upper-left side of the page. Click Save As. This option is near the top of the File pop-out window. Select a save location. Double-click a save folder or location here to set it as the template's storage spot. Enter a name for your template. Type in the name you want to use for your template. Click the "Save as type" drop-down box.
It's below the file name text box. Click Word Template. These free Word templates are accessible to everyone, whether you'e familiar with Microsoft Word or not. Explore premium templates Bring your ideas to life with more customizable templates and new creative options when you subscribe to Microsoft Impact resume. Geometric resume. Swiss design resume.
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