If you already have a pre-existing .docx template that you want to connect to your form, you can easily "migrate" the ready template into the respective form by connecting them together.
Here are the steps you need to follow:
- Create a new template: from the Templates tab under the respective form to which you want to connect the template, click on Add new template
- Give your new template a name: Choose a name for the new .docx template and complete the creation step
- Migrate the template by copying the text input you need into the new Partner Tools template: Copy the text input from your own template and then Paste it into the Editor under the Templates tab
- Apply design: You can use the Editor as any other text formatting software to apply the desired formatting customizations to your template and combine that with the answers input from any of the questions in the form you will connect the template to
Once the text input is in the right place, on the right-hand side of the workspace, you can combine it with any of your questions by applying Stencil Codes that are further explained in the section below.
You can also format the final text in your template as you wish by using the features available in the editor. Here is a short video showing how to perform the above steps: