Microsoft Word templates are basic document templates that allow a certain level of personalization for individual client communications.
Microsoft Word templates do not require any specialist technical knowledge and can be created in Microsoft Word. The template itself can be browsed for locally and uploaded. When uploading an Microsoft Word template, a name and template document ID for the template must be entered. A locale for the template must also be set. This allows the caseworker to choose from the different templates based on the locale of the concerning participant when creating an Microsoft Word communication.
Fields are inserted into an Microsoft Word template so that data such as correspondent address information can be automatically populated into the Microsoft Word communication when it is created. Note that in order to populate the fields that are inserted into an Microsoft Word template with client data, some development effort is required. For more information on how to insert these fields, see Inserting Fields into a Microsoft Word Template.