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Integrate your own Word template

Updated this week

In FlowShare, you can use your own Word template by adding it as a DOTX file. This template will then be used for your Word exports.

Prepare a DOTX template

You simply create a new Word document from scratch and add a cover page or background to your pages. You can also add further information (page number, date) or a logo in the header and/or footer. You can also add additional pages after your cover page if you like. Once you have finished your design, save your template as a DOTX file.

DOTX improvement from FlowShare 3.0 version

With the release of FlowShare 3.0, we’ve introduced enhanced flexibility for your automated documentation. You now have better control over your Word template cover pages using our new dynamic placeholders. You can insert and format the following tags anywhere on your title page to match your corporate branding:

  • [%fs% project title] – Automatically pulls your specific project name.

  • [%fs% author] – Displays the name of the content creator.

  • [%fs% affiliation] – Includes company or department details.

Because these are standard text tags, you can adjust the font, size, color, and alignment directly in Word, ensuring your professional guides look exactly how you want them. We can’t wait to see the beautiful documentation you create!

Note! These new placholder variables are available only in FlowShare 3.0 and will not work in previous versions!

Integrate your Word template

  1. Click on the Export icon in FlowShare menu bar.

  2. Select the Word/DOCX format.

  3. Click on the ”Add template” icon to add your custom template.

  4. Now browse and select your template. Only files with .dotx format are allowed. Click on the “Open” button.

  5. You have imported your DOTX template into FlowShare!

Your template is now available for selection in the thumbnail view. When you export with this template, your recorded steps will automatically be appended to your pages from the template.

How will it look like?

The current export layout is simple and consistent:

  • Each page contains one image.

  • The text description is positioned above the image. Do you need the image first?

  • Fonts, colors and logos are not inherited from the FlowShare file.

  • The layout is fixed by FlowShare, meaning it cannot be adjusted.

  • The steps are automatically appended to the pages in your template.

Unlike the PowerPoint template, you don’t need to define the layout of the title, image, and text. FlowShare takes care of everything automatically during the export, but it also means you cannot make manual adjustments.

Note: To export to custom DOCX templates, Microsoft Word must be installed on your computer!

Note! This feature is available only for FlowShare Enterprise users and is not included in the free version.

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