Creating the document using Microsoft Word

To create a document:
  1. Start Microsoft Word.
  2. Create the document as you usually would. For example, this could be in the format of a letter.
  3. Within the document, write the template text.
    This is the text that will remain the same within the template. For example, the greeting information and so on.
  4. On the Insert menu, click Field.
    The Field dialog appears.
  5. In the Field names list, select MergeField.
  6. In the Field name box, type the attribute name. For example, for the Incident Title you would type Title, and for the status of the Incident, you would type Status/Title.

Ensure you have place holders for the attributes that you want to add. For example, Dear <<RaiseUser/Name>>, where the text in << and >> is the attribute name, and Dear is the text that appears in the document.

  1. Repeat as required.
  2. On the File menu, click Save As.
    The Save As dialog appears.
  3. In the File name box, type the name for the document, for example Standard Incident.
  4. In the Save as type box, select Word 2003 XML Document (*.xml).