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Word templates

Create a reusable Word template

Use this flow when you want AuthorizeDoc to replace placeholders inside a DOCX file while the Word layout adapts naturally to the final values.

Prepare the DOCX file

  1. Open an existing Word document or create a new one.
  2. Write the document text, tables, images, and other layout elements.
  3. Decide which parts should be filled in later by the sender, receiver, or recipients.
  4. Replace those parts with placeholders.
  5. Save the document as a DOCX file.

Placeholder format

${placeholder_name}
${customer_name}
${customer_email}
${receiver_signature}
${contract_date}

Upload and review placeholders

  1. Go to Templates.
  2. Create a new template.
  3. Upload the DOCX file.
  4. Let AuthorizeDoc scan the document.
  5. Review each detected placeholder on the setup screen.
  6. Set the prompt, field type, required status, and group for each placeholder.
Screenshot placeholder: scanned Word placeholders and field setup.

Tips

  • Use clear names like ${customer_name}, not vague names like ${field1}.
  • If a value is always fixed, leave it as normal text instead of making it a placeholder.
  • Use signature placeholders only where a signature is actually required.
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