Converting templates to DOCX format

Synergy documents are created faster when the templates are saved in DOCX format. Follow the steps in this topic to convert your existing templates from DOT format to the DOCX template format introduced in the 4.9.1 release. NEW 4.9.1

Getting Started

Who can use it?	Where is it?
Administrator System Administrator	Administration tools> Document Templates > Action menu > Convert to DOCX

Who can use it?

Where is it?

Administrator

System Administrator

Administration tools> Document Templates > Action menu > Convert to DOCX

Why use the DOCX format for document templates?

An updated document template engine was introduced to Synergy in the 4.9.1 release, to help users build more complicated documents quickly. This new engine will be used for any document templates saved with the DOCX file extension, and creates the document templates quicker for templates that include many document tables or a lot of Synergy data bookmarks. Try this on your Proposal, Invoice or Transmittal documents that have these tables included to see the faster speed of document creation. The DOCX format can be applied to any Synergy document template type.

In releases prior to the 4.9.1 release all document templates were saved as either DOT or DOTX format - Word Template format. Use the new conversion method outlined below to automatically update you template to the Word Document format DOCX.

Tip: The file format DOCX is only supported in MS Word® 2010 or higher.

How to convert your existing Synergy templates

Switch your existing Synergy document templates over to the new faster format of DOCX using a tool built into the Action menu. This convert tool will save you time by automatically create a DOCX copy of the existing template file and save the file to the Synergy templates folder.

Open Administration Tools > Document Templates.
Double click the document that you want to convert to the new format to open the record.

Click the image above to see a template that is DOT format.

Click the Action menu and select 'Convert to DOCX format'.
Synergy creates a copy of the existing template file and saves the new file as DOCX format.

Click the image above to see the option to convert to DOCX.

The template has been converted. Save and close the record.
Repeat for each template you want to switch to the new DOCX format to create your Synergy documents quicker.

Click the image above to see the converted document template.

Tips:

Switch back to the DOT or DOTX template method by opening the document template record and browsing in the Synergy template folder to locate the previous DOT file. Save and close the template with the old file attached and it will be used to create the document outputs instead.
Trying to convert a very old document template that was created with Word 2003 or 2007? In some cases you will need to use the 'open word template' button first and re-save the DOT template file first in Word 2010 or higher. Once the file has been re-saved in a more recent version of Word then the conversion process should be able to be completed successfully.

Want to learn more?

Looking for more help? Try reviewing the following Administration Tools topics: View Topics

Or try reviewing the following Document Templates topics: View Topics

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