Create a Template in MS Word

Create a Template in MS Word

You can create a template in Microsoft Word by using standard variables for grant letters (such as equity awards) and share certificate templates. If additional variables are needed, you can refer to them within the Document Editor widget in Qapita.

Let’s take the example of an Acceptance Document and begin by inserting the Company Name into the header.

Steps to Create a Template:

Step 1: Open a new Microsoft Word document.

Step 2: Place the cursor in the footer of the document.

Step 3: Click the Insert tab, then select Quick Parts in the Text group.

Step 4: From the dropdown menu, choose Field.

Step 5: In the Fields dialog box:
– Filter available fields by clicking Categories and selecting the appropriate option.
– For example, to insert a username, choose User Information, then select UserName from the list.

Step 6: Choose the appropriate field properties, then click OK.

Step 7: Alternatively, you can manually enter field names using the syntax provided in the Sample Variables Used in Qapita section.

Step 8: Similarly, continue adding other required fields to the document.