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ScreenSteps Documentation » Creating Word Templates » How Do I Create A Manual Template?

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Last Updated

Nov 18, 2010

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  • Prev: How Do I Create A Lesson Template?
  • Next: How Do I Generate the Table of Contents For A Manual Using Microsoft Word?

How Do I Create A Manual Template?

In order to create a template for use when exporting a manual to Word you will need a program that can save a DOCX file. This lesson will show you how to use Microsoft Word (Word 2008 running on a Mac) to do this.

Create New Document

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Insert Page Break

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Insert a page break between the manual title and the Table of Contents.

Insert Table of Contents

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Now insert a Table of Contents on page 2. Use the Insert > Document Elements> Table of Contents menu.

Select Table of Contents Style

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Now choose the style for your table of contents.

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Your Table of Contents will look something like this. This is basically a placeholder where the Table of Contents will be inserted after you export a manual to DOCX.

Note: You will need to open an exported file in a word processing application in order to have the Table of Contents generated.

Insert Page Break

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Insert a page break between the Table of Contents and the lessons.

Insert Lesson Tag

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Now add the [[SCREENSTEPS_LESSON]] tag to the third page. When exporting a lesson ScreenSteps will look for this text in the document and replace it with the lesson contents.

Add Styles to Document

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Follow the instructions relating to adding styles to your document in the lesson on creating a template for a lesson.

Save Template

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You can now save the document in the ./DOCX/Topic folder in your Templates folder.

Export Manual

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The next time you export a manual to Word your new template will be available.

  • Prev: How Do I Create A Lesson Template?
  • Next: How Do I Generate the Table of Contents For A Manual Using Microsoft Word?

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