Skip to main content
Skip table of contents

Generate in Template

Pre-requisite

Depending on your organizational needs, you must create a template with your header page, and summary page and generate answers in it. You can also create your own configured Word template with any dynamic field (custom or standard).

For more information, see Manage Word Template and Configure Template.

To Generate a File in the Configured Template

The step-by-step procedure for the entire process is similar to generating the answers in the source file. You need to select the Template file instead of the source file on the Generate page. For more information, see Generate in Source.

Generate in config template.gif

Click to enlarge

Currently, Excel templates are not supported and can only generate the content back to the source Excel file. You are allowed to create and configure templates only in Word files.

How To Download the Supporting Files

Once you have generated the file using the source or template file, you can download all the supporting files along with the generated file.

  1. Click the down arrow on the project page header and select the Download Files option.

  2. Select the checkbox beside the generated file and other supporting files on the pop-up window.

  3. Click the Download Files button.
    You can see all the supporting files that are downloaded in a zipped file.

Download files.gif

You can click on the downloaded zip file to view all the files inside it.

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.