Beginner guide to set up a template with the MS Word Add-In and upload it to the Smarter Drafter Web App.
Overview
The "Create a Simple Template" guide walks users through the process of creating, uploading, testing, and modifying document templates using the Smarter Drafter platform. This guide is essential for anyone looking to streamline document automation by linking form data with templates in Microsoft Word.
Learning Outcomes
By following this guide, you will learn how to:
- Create a new document template using the Smarter Drafter Add-In in Microsoft Word.
- Integrate form data into your template efficiently.
- Upload the completed template to the Smarter Drafter Web Application.
- Test the template by generating a document preview.
- Modify and update templates to refine the document output.