Creating the document using Microsoft Word
To create a document:
- Start Microsoft Word.
- Create the document as you usually would. For example, this could be in the format of a letter.
- 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. - On the Insert menu, click Field.
The Field dialog appears. - In the Field names list, select MergeField.
- 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.
- Repeat as required.
- On the File menu, click Save As.
The Save As dialog appears. - In the File name box, type the name for the document, for example Standard Incident.
- In the Save as type box, select Word 2003 XML Document (*.xml).