Use Automated Templates in Word

Available from Version: 9.0

Operating System: Windows

empower^® Add-in: Document Automation

Automated templates have a special icon indicating that they are automated (Figure 1, “Automated Document with Icon”).

Figure 1. Automated Document with Icon

To open such a template, double-click on it or click on the button Open (Figure 2, “Open Automated Template”).

A dialog box opens.

Figure 2. Open Automated Template

Note

If it is your first time using an automated template, a login window opens before you can fill in the template.

In this window, use your empower^® Credentials. You will then be forwarded automatically.

Fill in Templates

In the dialog box, you will find all the questions and instructions that were defined when the automated template was created (Figure 3, “Dialog Box for Automated Template”).	Figure 3. Dialog Box for Automated Template
Depending on the type of question or instruction, there are different ways to answer the questions and follow the instructions:
Text Input – Enter the answer to the question or instruction into the input field (Figure 4, “Text Input Question”).	Figure 4. Text Input Question
Yes/No – To answer the question, enable or disable the toggle button (Figure 5, “Yes/No Question”). The answer can also be shown in form of a checkbox. In this case, tick the checkbox if you want to answer with Yes.	Figure 5. Yes/No Question
Picture – Insert a picture that matches the question or instruction by clicking inside the box or using drag and drop (Figure 6, “Picture Question”).	Figure 6. Picture Question
Single Choice – Choose the most appropriate answer option from the drop-down menu (Figure 7, “Single Choice Question”).	Figure 7. Single Choice Question
Multiple Choice – Choose the most appropriate answer options from the drop-down menu (Figure 8, “Multiple Choice Question”).	Figure 8. Multiple Choice Question
If there is a dependent question or instruction, it will appear once the parent question has been answered.
Required questions are marked by an asterisk.
If a question or instruction defined as required has not been answered, a corresponding message appears (Figure 9, “Missing Answer”). The document cannot be created until the required questions and instructions have been answered.	Figure 9. Missing Answer
If you have answered all questions and instructions properly, click on the button Create.
Before saving and using it, review the automatically generated document.