Create a Document Template

Updated 2 years ago by Celina Kwan

This procedure is written for Microsoft Word 2007 or later. The steps are slightly different in earlier versions of Word.
To complete this procedure, Microsoft Word Integration must be installed.
Word integration is available only in Microsoft Internet Explorer. Ensure you open Word through Maximizer in an Internet Explorer Browser.

You can add document templates to your Maximizer template library from Microsoft Word.

  1. Create a new document in Microsoft Word and enter the content for the template, including any Maximizer merge fields.
  2. In the Maximizer tab in Word, click Save to Maximizer and select Create New Template from the drop-down list.
  • The New Maximizer Document Template dialog opens.
  1. Enter a Name and Description and choose the Full access and Read access permissions for the template, then click OK.

The document template is saved to your Maximizer Template Library.

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