Add templates to your document package

To add a template to your document package, you can upload an existing document or create a new document.

Create a document template

In the document package preview pane, click Create template.

A blank Microsoft Word document opens in the document package preview pane.

Note: The Create template button cannot be used if a template is already uploaded to the document package.

Upload a document template

Click and drag the file from its current location onto the text box in the document package preview pane. Once the document has been loaded click Upload.

-Or-

Click the Select file option and browse to the location of the document. Select the document and wait for the document to get added to the preview pane. Once the document has been loaded click Upload.

You can view uploaded documents in the document package preview pane.

Edit your template

Newly created or uploaded documents visible in the document package preview pane can be edited in your browser.

Note: The online editor is not Microsoft Word Online. It is a Microsoft Word component that is used for viewing and editing Microsoft Word files in the package designer.

To edit the document:

Click Edit

-Or-

In Settings, click and select Edit in Word for the web.

The document opens in an editor on a separate tab. Any changes you make in the editor will be displayed in the document package preview pane only after you close the editor tab or refresh the preview.

Add multiple templates to your document package

You can add multiple templates to generate multiple output files or a single merged file from your document package.

To add additional templates:

  1. Open your document package and click Settings.

  2. Click Create Template to create an additional template or Select File to upload a template.

    The template will be added under the Document template list.

Note: You can add up to 20 templates to a document package. The file size limit for each template is 5 MB.

Select an output file type

You can set how the output file(s) for your document package should be generated.

To select the output type:

  1. Open your Document Package and click Settings.

  2. Under Output file type, select an option.

Replace, download, or delete a document in a document package

Once you add or upload a document, you have options available to replace, download, or delete the document.

To access these options, click Settings, and click next to the document name.

Document Package Settings

Use the Settings option to manage your document packages.

Field / Section

Description
Package name Editable field containing the document package name. The default package name contains the name of the document package creator and the date and time of document package creation.
Output filename Editable field containing the name of the file that will be generated for a document package run. The default name is OutputFile.pdf.
Output file type

Lists options for how output files can be generated when a document package is run:

  • Merge all files into single PDF: Merges multiple templates within a document package to generate a single PDF output file.

  • Output each file as separate PDF: Generates each template in the document package as a separate PDF output file.

  • Output each file in its original format: Generates each output file in the original format in which templates were created or uploaded to the document package.
Document templates

Use this section to view, add, and manage document templates in your document package. Click Create template to create an additional template in your document package. Click Select file or Upload to add a template to your document package. Click next to a file name to use the following options to manage a template:

  • Preview

  • Edit

  • Replace the document with a new document, without the need to create a new document package. This is a useful option for those who want to continue to use the same document package but need to replace a template because some adjustments have been made to the document, or a new document has been created. By replacing a document you will not need to change the document package in the Generate document action flow.

  • Download

  • Move up or down to change the order in which the template is displayed in the document package output file.

  • Delete the template from the document package