Click View Field Codes in the Configure Word Export Templates dialog box. Open the field code reference installed with Helix ALM. The following steps explain the easiest way to create a new template.ġ. If you have never created a template, add tags first and make sure the correct information is exported before working on the formatting. To create a new export template, start with a new Word document or an existing document, such as one that adheres to your company’s style guide. You can also add a company logo or other images. For example, you can change the layout, fonts, colors, and more. Next, modify it to include the item information and formatting you want to use. To decide if a sample template is a good starting point for your template, download it, add it to Helix ALM, and preview it using items in your project. See Sample Microsoft Word export templates for a list of templates you can download to get started. You may find it easiest to start with a sample template and modify it to contain the information and formatting you want to use. To create an export template, you can use a sample template as a starting point or create a new template from scratch.
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