Add a template to a 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.

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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 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

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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.

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.

  • Replace: This option replaces 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 the current document because some adjustments have been made to the document, or a new document has been created. By replacing the document you will not need to then change the document package in the Generate document action flow.

  • Download: Allows you to download the document to make changes outside the document package designer.

  • Delete: Deletes the document from the document package.