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
![Create New Document](https://media.screensteps.com/image_assets/assets/005/559/835/original/media_1242400944281.png)
![](https://media.screensteps.com/image_assets/assets/005/559/837/original/media_1242401005756.png)
Insert Page Break
![Insert Page Break](https://media.screensteps.com/image_assets/assets/005/559/839/original/media_1242401013421.png)
Insert a page break between the manual title and the Table of Contents.
Insert Table of Contents
![Insert Table of Contents](https://media.screensteps.com/image_assets/assets/005/559/841/original/media_1242401022979.png)
Now insert a Table of Contents on page 2. Use the Insert > Document Elements> Table of Contents menu.
Select Table of Contents Style
![Select Table of Contents Style](https://media.screensteps.com/image_assets/assets/005/559/843/original/media_1242401036025.png)
Now choose the style for your table of contents.
![](https://media.screensteps.com/image_assets/assets/005/559/845/original/media_1242401041750.png)
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
![Insert Page Break](https://media.screensteps.com/image_assets/assets/005/559/847/original/media_1242401047881.png)
Insert a page break between the Table of Contents and the lessons.
Insert Lesson Tag
![Insert Lesson Tag](https://media.screensteps.com/image_assets/assets/005/559/849/original/media_1242401073002.png)
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
![Add Styles to Document](https://media.screensteps.com/image_assets/assets/005/559/851/original/media_1242401375829.png)
Follow the instructions relating to adding styles to your document in the lesson on creating a template for a lesson.
Save Template
![Save Template](https://media.screensteps.com/image_assets/assets/005/559/853/original/media_1242401254967.png)
You can now save the document in the ./DOCX/Topic folder in your Templates folder.
Export Manual
![Export Manual](https://media.screensteps.com/image_assets/assets/005/559/855/original/media_1269008733088.png)
The next time you export a manual to Word your new template will be available.
Violet
Should this be able to be performed with the Trial version of Pro?
Trevor DeVore
@Violet - Yes, custom Word templates will work with the trial version of Pro.