Import an Updated Word Template

Previously you couldn't update a template once you'd added it to ICM. This made it difficult to map data items in large reports.

You can now add new bookmarks to groups and map these as required.

If there are missing bookmarks, you'll be warned about these.

 

Once you have edited your Word template you can reimport it into ICM and see your changes reflected:

  1. Select Admin > Templates.

  2. Select either of these options:

    • Bookmarked Word Reports

    • Entity-based Word Reports

  3. Open the report you want to replace.

  4. Select the Content tab.

  5. Right-click in the Content area > Choose Select Template.

  6. Locate and select your updated Word template.

  7. Select Open.