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You are here: Home / Tutorials / Step by step / General instructions / Create Word templates
Step by step
Create Word templates
The Wordupload tool will no longer be developed further. Please convert your Word letter templates to PDF letters .
Templates are efficient and convenient only if they contain macros. Therefore, some preliminary remarks about macros are necessary.
You can use macros to include information from the contact records or property records in the template. For example, you can use the _Briefanrede macro in the template. As the graphic shows, when the template is called later, the macro is replaced by the actual letter salutation of the contact record.
You can get an overview of all available macros here .
So, with macros you can automatically read information from the assigned property or contact records and insert it into the template.
Open Microsoft Word and create your template using the macros you need. Save the finished template in Word under . Select the web page file type here. Note that the file name must not contain spaces or umlauts. Word creates an extra folder containing additional files when saving. This folder is named like the file title you assigned, only with the addition of “-Files”.
Save your template as a Web page file type.
In your onOffice software, select “Templates/Files” under Edit. You can create a new template using the New Create icon 
. If it is an brochure template, the category should be set to brochure, for the others to “Template general”. The set title will be displayed in the selection list of templates. Via the button the path to the HTM file must now be specified. This is the file that Word has saved (as a Web page type). Then save your entries by clicking the “Create” button.
A new template will be created in your software.
In the next step, onOffice asks for the files associated with the template. In step two, we had noted that Word outsources certain details and graphics to external files and stores them in a separate folder. In some cases, no additional files are required, in which case no message is displayed. Via “Please select file!” the paths to the searched files must now be specified.
Select the folder with the name matching the template and open it.
Now you need to open the file you are looking for.
Save your entries by clicking on “Apply”.
After that the new template will appear in the list and will be available in all “Create letter” dialogs.
