Templates exporting to Word

Comments

3 comments

  • Calvin Young

    Have you tried the manual fields? If the templated fields aren't enough, the manual fields might be your answer https://axcelerate.zendesk.com/hc/en-gb/articles/360000425216-Advanced-Template-Builder-Functions

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  • Vanessa Powell

    Hi Calvin,

    we are using the custom fields however when selecting print/PDF view the information disappears from the template and the save button is there no not available. I have used save and email but I don't wish to email the template just print. 

    We need to be able to add information into a template as require and print for the learner and trainer to review sign, each time the information will be different depending on there class and is customised to the learner so can not have a template for each scenario. 

    Do you have another way?  

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  • Calvin Young

    Hi Vanessa,

    I think there might be a little bit of a UI trick that might resolve your issue.

    I'm presuming that your save button is greyed out? If so, all you need to do is click somewhere on the screen outside of the template which will reveal the save button. Here's a quick video demonstraing what i'm trying to describe.

    http://somup.com/crnDXeDYI5

    Hopefully that helps

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