Build the Word template using the add-in

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 2 min. de leitura

    • Build the word template using the add-in. The Word Templates module provides the DIR Word templates used to generate Microsoft Word reports.

    Antes de Iniciar

    Role required: sn_oper_res.admin

    Procedimento

    1. Navigate to All > Digital resilience incident reporting > Word Templates.
    2. To create a Word template, select New.

      The Word templates form is displayed.

    3. On the form, fill in the fields.
      Tabela 1. Word template form
      Field Description
      Name Unique name of the Word template for the table that is selected in the Table field.
      Category Classification or group to which the Word template belongs.
      Table Table for which the Word template is being created.
      Document Word template that was created based on content configuration.
      Nota:
      The document must be a docx file only. If you attach a document that is in any other format, then an error message appears.
      State State of the Word template record defaults to Draft.
      • Draft: Defaults to Draft state when you open the record.
      • Published: State when the Word template is published. You can't update a template when it is in the published state.
      • Edit: State in which the record details can be updated.
        Nota:
        The Word template record in the Edit state can’t be used for report generation. The record isn't available to select in the Generate report pop-up.
      Active Option to activate the record.
      Word document generation configurations
      Cloud enabled Option to manage the generated report either as a sys_attachment in the engagement record or as a cloud document.

      You can access the document in the cloud either from the Microsoft SharePoint or Google Drive site based on your cloud upload configuration.
      Post processing action Option to update the generated Word template report with fields from the Report section of the Engagement record.
    4. To edit an existing pre-defined template, open the desired Microsoft Word template from the list and select the Edit UI action.
    5. Select OK.
    6. To delete an existing Word template, select the Delete in the record.
    7. To update an existing Word template, complete the following steps.
      1. Update the name, category, table, or active option of the record.
      2. To add a brand new document to the Word template, select the Update option provided with the Document field.
      3. Select Click to add.. in the Document field.
      4. In the Choose an attachment file: dialog box, select Choose file, and select OK.
      5. To update an existing document associated with the template, select the Update option provided with the Document field.
      6. Select Update in the Word template record.
        The Word template record is updated and the updated template is displayed in the list view.
    8. To publish the Word template, select Publish in the record.
      You must publish the Word template before you can use it to generate a Microsoft Word report.