Using migrated templates in Partner Tools

If you already have a pre-existing .docx template that you want to connect to your questionnaire in Partner Tools, you can easily "migrate" the ready template into the respective questionnaire by connecting them together. All of this can be done directly in Partner Tools.

Here are the steps you need to follow:

• Create a new template: from the Templates tab under the respective Questionnaire in Partner Tools 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 in Partner tools
• 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 questionnaire you will connect the template to

Once the text input is in the right place, on the right-hand side of the workspace in Partner Tools, 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 available in the Editor features. Here is a short video showing how to perform the above steps: