Here are the steps to use a Word template:
1. Create a Word template by clicking on File > Save As. Type a name for your template in the File name box. For a basic template, click the template item in the Save as type list. In Word for example, click Word Template. If your document contains macros, click Word Macro-Enabled Template. Office automatically goes to the Custom Office Templates folder. Click Save.
2. Edit your template by opening the file, making the changes you want, and then saving the template.
3. Define your Word template by enabling the Developer tab. Click on File > Options > Customize Ribbon > Main Tabs > Developer > OK.
4. Upload your Word template back into customer engagement apps.
5. Generate a document from your Word template by clicking on File > New > Custom, and click your template.
