How to tag documents in Microsoft Word.
Tagging your Microsoft Word documents is easy. You simply drag and drop field tags from the Field tagger into your template, then upload the template to your DocGen Package.
Tag Microsoft Word documents
Once you are ready to tag your Microsoft Word document, navigate to DocGen Packages and select the DocGen Package you want to edit. Once you are in the DocGen Package Detail Page, open up the Field Tagger. Then prepare your Microsoft Word document for tagging.
Before you begin inserting your field tags into a Microsoft Word document, insure that Word/PowerPoint is selected in the Document Type dropdown.
Navigate through your Field Tagger while dragging and dropping field tags wherever you want Salesforce information to appear in your template.