Use a Word template for export

As an administrator you set up a Word template once. After that, all chat answers exported as Word automatically appear in your corporate layout (letterhead, fonts, colors) — users don’t have to change a thing.

Step by step

1. Prepare the template — create a .dotx (or .docx) file in your layout and place Word bookmarks with these names at the appropriate spots:
   • Content — placeholder for the answer text
   • Question — the underlying question
   • Author — the author
   • Date — the export date
2. Upload — open Administration → System settings → Document export and upload the file under Word template (.dotx / .docx).
3. Save — the status switches to “Custom template uploaded” (previously: “Default template in use”).

Administration → System settings → Document export: status and upload field before uploading a custom template.

Good to know

• Effect: The template formats the Word exports from the chat (Export an answer as Word or PDF). Without a custom template, a default template applies.
• Reset: Use Remove to return to the default template at any time.
• Bookmarks are the key: Only the four named bookmarks are filled — if one is missing, the corresponding spot stays empty.

What’s next

• Export an answer as Word or PDF
• Go deeper: Appearance / white-label (Configuration)