Skip to content
Manage Microsoft Word document templates › Generating reports using Document designer › Configure › Business Continuity Management › Governance › Risk › and Compliance
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Word template form

Use Microsoft Word template form to add details about Microsoft Word template for creating reports in the Business Continuity Workspace.

Microsoft Word template form

FieldDescription
NameUnique name of Microsoft Word template for the table that is selected in the Table field.
CategoryClassification or group to which the template belongs.For example, BCM for BCM-related Microsoft Word template.
TableTable for which Microsoft Word template is being created.
DocumentMicrosoft Word template that was created based on content configuration, for example, BIA template.docx or Plan template.docx.Note: The document must be a docx file only. If you attach a document that is in any other format, then an error message appears.
State

State of Microsoft Word template record defaults to Draft.- Draft: Defaults to the Draft state when you open the record. - Published: Microsoft Word template record is published. You can't update the record in the published state. - Edit: State in which the record details can be updated.

Note: Microsoft Word template record in the Edit state can’t be used for report generation. The record isn't available to select in the Generate report pop-up.

ActiveOption to activate the record.
Word document generation configurations
Cloud enabledOption to manage the generated report either as a sys\_attachment in the engagement record or as a cloud document.You can access the document either from the Microsoft SharePoint or Google Drive site based on your cloud upload configuration.
Post processing action

Option to update the generatedMicrosoft Word template report with fields from the Report section of the Engagement record.Options are:

  • Populate BIA word template and report fields: When you choose this template, the fields from the Report section of the BIA record populate in Microsoft Word report.
  • Populate BCP Plan word template and report fields: When you choose this template, the fields from the Report section of the BCP plan record populate in Microsoft Word report.
  • Populate Recovery Event word template and report fields: When you choose this template, the fields from the Report section of the Recovery Event record populate in Microsoft Word report.
  • None: Report is generated as a sys attachment or a cloud file. However, no post processing action happens to add or update any report-based fields of the record to Microsoft Word report that is generated.