You are using an unsupported browser. Please update your browser to the latest version on or before July 31, 2020.
Home > Web Templates > Convert a Word template into Web Templates
Convert a Word template into Web Templates
print icon

NOTE: You must have the optional Web Templates add-on module to access this menu.


If you have an existing Word template, you can do a quick conversion into Web Templates so that you can edit and add merge fields into the document.

*Excel templates are not supported in Web Templates.


To convert an existing document, go to Reports & Letters and select Web Templates in the menu on the left.


Click on the Convert button.


You may select a Custom Category and Loan Phase for this document if you wish. These can be changed or updated later if you decide to leave them blank for now. Hit Select Files and find your Word template. You can select more documents if you wish. Once this is completed, hit Convert.



Once the program has finished converting your Word templates, you may begin editing, formatting and adding merge fields to the document.

2 out of 3 found this helpful

scroll to top icon