Using Word Files in Financial Packages

To attach a Microsoft Word Template to a Financial Package report, perform Template setup in the Word application.

1. Open Microsoft Word and click the Insert tab.

2. Click Cover Page and customize as needed.

3. Place your cursor at the end of the cover page and click the Page Layout tab.

4. Click Breaks and select the Next Page option under Section Breaks.

5. Right-click on the header area in the document and select Header.

6. Go to the Section 2 header area.

7. Unselect Link to Previous and uncheck Different First Page under Design (Header & Footer Tools).

8. Select a header from the predefined headers in Microsoft Word (from Header option under Design tab) or define a custom header as needed.

9. Go to the Section 2 Footer area.

10. Unselect the Link to Previous option.

11. Select a footer from the predefined footers in Microsoft Word (from Footer option under Design tab) or define a custom Footer as needed.

12. Click Close Header and Footer.

13. Save the document and upload it as the template to your Financial Package report.

14. Click Preview. The Financial Package report will be generated using the uploaded document as the source for formatting the Financial Package report.

You can create a Table of Contents (TOC) for output in a Microsoft Word document using the Table of Contents, Content Type.

Use this feature to create a TOC versus creating one in the template that is used to create the Financial Package Word document. The Word document will not create a proper TOC if it was previously added to the Template.