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Add a Word template to control how letters or documents are generated in Word (DOCX) format. The template provides the layout and styling for the exported file. Use the Add New Template button, then select your organisation and template type, and edit the design in the HTML editor.
1

Add New Template button

In the templates or documents area, click Add New Template to start adding a Word template.

The button is in the templates or documents section. You may need admin or template management access.

Add New Template button
2

Select Organisation and Template Type

A popup opens. Select the Organisation and Template Type, then continue. This links the template to the right organisation and letter type.

Choose the organisation and template type that this Word template will be used for.

Select Organisation and Template Type in popup
3

Edit the Word template design in the HTML editor

After selecting organisation and template type, the HTML editor opens. Use it to design and edit the Word (DOCX) layout (structure, styling, placeholders). Save when you are done.

Edit the HTML to define how the Word document will look. Changes apply when you save the template.

HTML editor for Word template design

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Next steps

Manage Templates

Create and manage letter and document templates.

Create Assistant

Create an AI assistant that uses your templates.