9.12. How to create templates

Templates are Microsoft Word documents that contain special merge fields. These fields pull data directly from HQ and automatically populate the template.

✅ Pro Tip: You can create and store unlimited templates in HQ.

How to Create Templates

❌ Important: Merge fields contain code. They must be opened, copied, and pasted in Microsoft Word—no exceptions. Using another program will break the fields.

1. Visit HQ Templates Resources to download any templates you need.
2. Open the Word document, add your logo, and customize it however you like.
3. Download the HQ Merge Fields document, which contains hundreds of merge fields you can copy and paste into your template.
4. Upload your customized templates in HQ > Settings > Templates.

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