Create an Entity-based Report Definition
  1. Select the Admin > Templates > Entity-Based Word Reports.

  2. To create a new template report, select the Expand + icon above the Search button.

  3. Enter a name for the report template in the field provided.

  4. Enter a description of the template in the field provided.

  5. Select the base type or category in the drop-down provided.

    If you choose the case system entity type or a category, you won't be able to use any of the soft attributes available because system entity types only have hard attributes.

  6. Select the Content tab > Right-click in the Content screen > Click Select Template.

  7. Locate and select your saved template file > Select Open.

    The bookmarks and their hierarchy will show on the Content screen.

  8. Select Save.