Check your Maven Documents License
In order to create and generate Microsoft Document Templates you need to have Maven Documents Enterprise license. You can contact us via contact@mavenmule.com to make the needed license upgrade.
Grant Access
Before you start using Microsoft file formats as templates, you need to connect Microsoft Azure Service with Maven Documents:
For more detailed information, please visit our Documentation page.
Create Document Template
After you successfully grant access to Microsoft Azure, you can now build, for example, a Microsoft DOCX Document Template:
Move data from Google file formats to Microsoft file formats
Now you can migrate data from the corresponding Google templates to Microsoft templates. We recommend you build the file from scratch by reproducing the content of Google templates.
Although you copy-paste the information from Google templates to the Microsoft templates or save the Google document with Microsoft file resolution, we still recommend you move data manually to avoid any unexpected issues during the generation process.
Use the following manual to build the desired DOCX template.
And here is the page with instructions on building an XLSX template.
Upload the file to the Document Template
After you finish with the Microsoft template, you need to upload it to the corresponding Document Template. There are two ways of doing it:
Both ways are described in detail in our Documentation.
Generate the template
The final step is to generate the needed template. Again, there are multiple ways of doing it: