- Release Notes
- Getting started
- Hardware and software requirements
- Setup and configuration
- Working with Task Capture
- Additional resources
Managing Word Templates
You can export your workflow diagram in a Word format and create a Process Definition Document (PDD) using the Word templates available in File > Export > Word Document > Template View. To manage these templates use the below options:
If the needed template is already added, it should be displayed in Template View. Select it. The selected template has a blue frame around it (1), and its name is indicated at the top of the panel. (2).
Access the context menu by right-clicking the template or hovering over it to see the following options:
Hover over the template to access the context menu via a three-dots icon or just right-click on it.
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Select the Rename Template option if you want to change the name of it.
Note: The Rename option is not available for the default template. -
Type in the new name and click Save.
Hover over the template to access the context menu via a three-dots icon or just right-click on it.
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Select the Edit template option if you want to modify the content of the template.
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See the template file in .docx format opened automatically. Apply the changes you need, save the file and come back to Task Capture to use it for your PDD.
Important:Default templates cannot be edited. If you try to do so, a copy of it is generated, enabling you to edit the copy.
You can adjust the design and structure according to your branding needs from a default template.
You can use the default template as a basis as it's easier to ensure you added all the needed placeholders.
Hover over the template to access the context menu via a three-dots icon or just right-click on it.
- Select the Save option if you want to share the template with your teammates
- The Save as pop up is displayed. Select the location and, if needed, update the File name.
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Click Save.
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The document is saved in .ssword format. This is the format of the Word template file supported by Task Capture.
Hover over the template to access the context menu via a three-dots icon or just right-click on it.
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Select the Remove option if you want to delete it
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Confirm your action.
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Click the Add template button.
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Choose the file (1) and click Open (2).
Templates are supported in two formats:
- .docx file - The template is added to the list of all templates and the preview image is a generic one.
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.ssword - The template is added to the list of all templates and the preview image is from the inserted file.
Note: In case you try to add an invalid template, an error message is displayed guiding you to troubleshoot the template using the information from the Troubleshooting a Broken Template or contact our technical support.
- The template is added to Task Capture and can be selected for exporting your workflow diagram in a PDD.