Using EZWriter Data Formats with Microsoft Word

You can create Microsoft Word based template documents to add as reports or folder items. To do this, follow the below steps:

1. Click the Account Template Documents link from the Main Menu. The Template Documents | Accounts screen opens.
2. Click the Add button. The Add Template Document screen opens.
3. Enter the name of the document into the Description field.
4. Select Microsoft Word from the Type drop-down.
5. Check the Word Merge check box.
6. Click OK. The Microsoft Word document opens.
7. To enter an EZWriter Data Format, enclose the name in square brackets ([ and ]). Note the following:
   • You may use any available EZWriter Data Formats in the template but keep in mind the screen you are running them on. If the EZWriter Data Source contains a parameter that the screen does not support, the template does not generate correctly.
   • The format name is case sensitive.
   • There must also be a space between the brackets and any surrounding characters outside of the merge tag. 
   • Only data formats in the header, footer and body of the document are replaced by EZWriter.
   • Text boxes are not supported by Microsoft Word Merge.
   • Most font and styling is set by your data format, not by the font selected in Microsoft Word. 
   • Line spacing is modeled after the style used in Microsoft Word.
   • The EZWriter Tag must appear on its own line in the Microsoft Word document.
8. Once you have completed the Microsoft Word document, save and close the document. If you are done with the document, check it back into Enterprise.