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HOW TO CREATE TEMPLATE IN WORD 2010 UPDATE

With the template file open in Word, go to File > Options > Proofing > AutoCorrect Options.ĭeselect Capitalize first letter of sentences and Automatically use suggestions from the spelling checker.ĭeselect Hyphens (-) with dash (-) on the AutoFormat and AutoFormat as You Type tabs. If you experience Word freezing or performance degradation, try turning off AutoCorrect. You can make formatting changes to content control fields, such as bolding the text, but no other textual changes, including capitalization changes. Be sure to only add fields as Plain Text or Picture.ĭo not make any textual changes to the added content control You use the XML Mapping Pane to add entity fields to your Word template.

To prevent issues with control fields, do the following: Only add fields as Plain Text or Picture

When you add a content control field, Word sees it as a new sentence and will capitalize it when focus shifts away from the field. By default, Microsoft Word AutoCorrect capitalizes sentences. These changes can occur through AutoCorrect as well as user edits.

You make a textual change, such as changing the capitalization or adding text, to a content control.

You insert a content control other than Picture or Plain Text.

Only select relationships you need to add data to the Word template.Ī few things can cause Word to freeze, requiring you to use Task Manager to stop Word: The relationships you select on this screen determine what entities and fields are available later when you define the Word template. A marketing list can have multiple accounts. RelationshipĪ lead, account, or contact can have multiple accounts.Īn account can have multiple marketing lists. Here are some example relationships for the Account entity. For admin content, see: Entity relationships overview. Your administrator or customizer can provide information about entity relationships. This screen requires an understanding of your customer engagement apps data structure. What are 1:N, N:1, and N:N relationships?

HOW TO CREATE TEMPLATE IN WORD 2010 UPDATE

To update templates, delete the template and then upload an updated version of that template.Īfter clicking Create Word Template, select an entity to filter with, and then click Word Template > Select Entity.

Select the personal document template to delete and then click Delete ( ).

For Look for, select Personal Document Templates.

Choose “NO” as you do not need to save this file.To delete personal document templates, do the following: The flyer will open up in WordĬlose the document by clicking the File tab. You will get a preview on the right side paneĤ. Click on the Fall Event Flyer with Leaves. Under the templates, click the Flyers Folder then click the Event Flyers Folderģ. Click the File Tab, then click New and choose your template.Ģ.

Click the File tab and navigate to the location where you want to save the documentġ. Click the Save or Save As button on the Quick Access Toolbar.Ģ. You can save a document for the first time in one of the following ways:ġ. You will see a blinking cursor called the insertion point.Ģ. Word creates a new blank document temporarily called Document 1 or 2 depending on how many pages you have open. Blank Document – document formatted with standard settings that contains no contentġ.The following are the available Template Gallery Choices: You can create a new word document from the New page of the Backstage view.