Update document template contents

While adding merge fields to the document template in the Template editor, you may also want to update the content or layout of your template. You can do this by editing the text within the Template editor, or by updating the actual document in Microsoft Word or Excel and then reuploading it to WordFields. You can rest assured that any merge fields added to the template will always be preserved, regardless of any updates to the document content.

Also note: any Word, Excel, or text document that you upload to WordFields will be preserved in its original format without any conversion. Therefore, the formatting of all documents will remain intact.

The document preview in WordFields merely provides a simplified textual preview and may not accurately replicate the actual layout. However, you can rest assured that the final layouts of the documents will remain identical to those of the ones you uploaded.

Edit template text in Template editor

Turn "Edit text" on to enable text editing in your template

You can modify template contents in the Edit text mode within the Template Editor. The Edit text on/off switch is located on the right side of the top toolbar in the Merge fields view. Simply turn on the mode and click on any paragraph in the template to edit or type new text. Once completed, remember to save your changes by clicking on the Save Changes button.

Edit template in OneDrive document editor

Alternatively, you can edit the document online using your Office 365 or OneDrive account. To edit Word document templates, select Edit template in Word, which is located on the left side of the top toolbar in the Merge fields view. However, before you start editing the template's contents online in your OneDrive, you need to follow the steps for connecting your OneDrive or Office 365 account to WordFields.

Once you have edited the document, ensure it is saved. Then, close the OneDrive editor tab in your browser and return to the Template Editor. You will then be given an option to either update the template with your changes or discard them. Click Yes, update template to confirm.

Edit template in desktop app and reupload it

Upload button will open a dialog to select and updated template file

When you require the features of the desktop Word or Excel application to update your template contents, you can download the most recent version of the template from WordFields. Here's how to proceed:

Click Save to in the top toolbar when you're in the Merge fields view.
Save a copy of the template either to your local drive or your OneDrive account.
Open the saved file using the desktop application and save any changes you make.
Click the Update button located in the top toolbar, find and select your saved file.

The template content will update automatically to reflect your changes.