Saving a File

Step 1: Opening the Save Form

• To save a new file or save the changes to an edited one, you need to open the save form.

The save form can be accessed in the following ways:

1. A dedicated button labeled Save File on the tools page that will redirect you to the save form.
2. A button in the header of the add-in that allows you to access the save form from anywhere in the add-in.

Step 2: Filling the Form

• Once inside the save form, you will be able to configure how the document is saved.
• You can freely change the name and description of the document.
• You can also choose the type of document you want to save, such as a Word document (.docx) or a Word template (.dotx).
  • A .docx can be directly used when generating/publishing a document with the actual data from your provider.
  • A .dotx cannot be generated/published, but you can use it as a template to prefill a new .docx with styles and content that you know is shared between your documents.

Step 3: Saving the Document

• Once fully configured, you can save the document by clicking on the Save button.