As a user, you can easily create documents within eformity. In this article, you will learn how to do this in three simple steps, which are outlined below:

1. Open the Template Manager in Microsoft Word
2. Open a document from the Template Manager
3. Save the document

Step 1: Open the Template Manager in Microsoft Word

To open the Template Manager, you first need to open Microsoft Word. Once Word has loaded, you can open the Template Manager by clicking on the eformity logo in the ribbon. In the image below, this is circled.

Step 2: Open a document from the Template Manager

Once the Template Manager is open, you can open a document. There are two different ways to open a document. The first way is to double-click (relatively quickly) on a document.

Additionally, you can open a document by first selecting it. You do this by clicking on a document once. If you then click on the text 'Execute', the document will be opened.

Optional: Fill in the dialogue

When a document is opened, there is a chance that an additional dialogue/window will open. Such a dialogue often contains input fields (number 1 in the image). Once you have entered the required fields, you can click 'Finish' (number 2 in the image). The entered data will be used in the document.

Optional: Add text

The next step is to add text. Many templates require additional text, such as in a letter. If the document does not require additional text, you can skip this step.

Step 3: Save the document

If the dialogue is filled out (optional) and/or the document is supplemented with text (optional), you can save the document. Saving documents is done in the usual way within Microsoft Word. You can do this by clicking on the 'Save' icon. A new window will open where you can specify the location to save the document.

More information about saving documents can be found in an article from Microsoft called 'Save a document'.