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Create a MS Word Export Template

Microsoft Word export templates are DOC or DOCX files used to generate, structure and format exported wizard documents.

In the export process, wizard properties and content elements are inserted into the export file by using predefined fields in the template.

You can use the templates provided with your installation, or you can create your own custom templates for wizard export in Microsoft Word.

Microsoft Word Template Fields, Structure and Formatting

In Word, wizard elements are inserted into predefined MergeField fields in the template. All MergeField fields are described in the table below.

Field Name	Description
`TableStart:Wizards`	An opening tag that causes wizard properties to appear in the exported file. This field, along with the TableEnd:Wizards closing field, must wrap any other wizard, step and action fields.
`WizardName`	The wizard title
`WizardDescription`	A description of what the wizard does
`WizardPath`	A full path to the library, category and subcategories that contain the Wizard in Studio. see Categories
`WizardHyperlink`	A unique, direct link to the Wizard that can be pasted or embedded in an email message, Web browser address bar, or the Windows Run box
`WizardNotes`	Any notes or comments typed in the wizard’s Notes tab in Studio
`Image:WizardApplicatio nImage`	An icon of the application on which the Wizard is played
`TableStart:Steps`	An opening tag that causes all wizard steps to appear in the exported file in their original sequence. This field along with the TableEnd:Steps closing field, must wrap any step and action fields.
`StepName`	The step title assigned by the content author. See Editing Wizard Steps
`StepNumber`	The step number assigned automatically in the Wizard Editor
`Image:StepImage`	An image of the area that surround the step’s click position
I`mage:StepFullImage`	The full step image, as it appears in the Wizard Editor Display pane.
`TableStart:StepActions`	An opening tag that causes all the actions of a wizard step to appear in the exported file in their original sequence. This field, along with the TableEnd:StepActions closing field, must wrap any other action fields.
`Action`	A description of the mouse click, any key strokes and bubble text (including buttons) in the order in which they appear in a step
`StepNotes`	Any notes or comments typed in the step’s Notes tab
`Image:ActionImage`	An image of the object that detects and clicks in the step
`Image:ActionTypeImag e`	An icon indicating the type of action that performs, such as a bubble or mouse click
`TableEnd:StepActions`	A closing tag that causes all the actions of a wizard step to appear in the exported file in their original sequence. This field, along with the TableStart:StepActions opening field, must wrap any other action fields.
`TableEnd:Steps`	A closing tag that causes all wizard steps to appear in the exported file in their original sequence. This field, along with the TableStart:Steps opening field, must wrap any step and action fields.
`TableEnd:Wizards`	A closing tag that causes wizard properties to appear in the exported file. This field, along with the TableStart:Wizards opening field, must wrap any other wizard, step and action fields.

In order to successfully export the wizard to a document, these MergeField fields must be structured according to the hierarchy. the MergeField hierarchy you must use in your Word export template is as follows:

The formatting used for each field in the template is reflected in the export file.

Creating a Microsoft Word Export Template

In a blank Microsoft Word document, click Insert > Quick Parts > Field….
In the Field dialog, from the Field names list, select MergeField.
In the Field name field, type: TableStart:Wizards.
Repeat steps 1-2, and in the Field name field, type the field name for the wizard item that you want to insert, according to the MergeField field names. (Repeat this step for all wizard items that you want to insert)
To insert step items, do the following:
1. Repeat steps 1-2, and in the Field name field, type: TableStart:Steps
2. Repeat steps 1-2, and in the Field name field, type the field name for the step item that you want to insert, according to the MergeField field name. (Repeat this step for all wizard items that you want to insert)
3. To insert core action items, do the following:
  
  Repeat steps 1-2, and in the Field name field, type: TableStart:StepActions
  
  Repeat steps 1-2, and in the Field name field, type the field name for the core action item that you want to insert, according to the MergeField field name. (Repeat this step for all wizard items that you want to insert)
  
  When you are done inserting core action fields, repeat steps 1-2, and in the Field name field, type: TableEnd:StepActions
  
  When you are done inserting step fields, repeat steps 1-2, and in the Field name field, type: TableEnd:Steps
When you are done inserting wizard fields, repeat steps 1-2, and in the Field name field, type: TableEnd:Wizards
Save the template to any location in DOC or DOCX file format.
Customize the Word document's header and footer, page numbers, logo, and any other customizations of your choice.