To help you get up and running with the Word Add-in we have developed a series of Templates to help get you started. These can be used out of the box as they are or used as a starting point to be further customised and developed. Download links for each file can be found below.

Template Reports

These Templates all run from the same Template Reports which are accessible from Start > New > Report > Create a report from a template report which are all listed below:

Unified Templates

This set of templates is based on our Unified PDF templates that come as standard for all customers.

Select the below Record Type to download the relevant Word Template:

• Customer Contracts
• Customer Credit Notes
• Customer Invoices
• Customer Orders
• Customer Quotes