On the Select a list for adding a source column page, select the list you want to use, and then select Next. In the How authors fill in this placeholder section, choose Select from choices in a column of a list or library, and then choose Select. Currently, there are six options available: Single line of text, Multiple lines of text, Number, Date and time, Email, and Hyperlink.Īssociate a placeholder by selecting from choices in a column of a list or library In the Type of info field, select the data type you want to associate with the placeholder. In the How authors fill in this placeholder section, select Enter text or select a date. In the Name field, enter a relevant name for the placeholder. Select from choices in a column of a list or libraryĪssociate a placeholder by entering text or selecting a date.The All placeholders panel will open, where you'll give the placeholder a relevant name and choose the type of input you want to associate with the placeholder.Ĭurrently, there are two ways for users to fill in a placeholder: To create a placeholder, select the text (such as the date). For example, you might want to create a placeholder for input such as company name, client name, address, phone number, or date. If you want to rename the template, select the default name or the pencil icon next to the name, type the new name, and then select Enter.Ĭreate placeholders for all dynamic text in the document that users might want to change from one document to another. The default name is the name of the document used to create the template. Upload Word documents from your local storage or desktop.Īfter you upload the document, the document is displayed in the template studio where you can convert the document to a template.Īt the upper-left corner of the template studio, select the name for the template.
Currently, you can upload only Word documents (.docx extension) to create templates.
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