Upload template

Upload beautifully designed Word template into docotive's view to start generating documents.

Before uploading Word template into docotive view, you must have follwing things ready.

  • 1 : You must have your template ready. If you dont have one click here to get template.
  • 2 : You must have docotive view installed. If you havnt installed yet dont worry. Click here to install it.

Upload template
  • a : Go to docotive view
  • b : Click on the number sequence indicated in the image i.e. Click - Settings -> Document Format -> Upload Template -> Save Settings
It will save the Microsoft Word template in the docotive view. Hoorey! you are all ready to generate documents be it manually or through automation(docotive's integration recipes).

If you are not happy with the Word template than Click "Reset to default" button to delete your uploded Word template and it will automatically reset to docotive's entity Word template.


The Document format option is for overall look and feel of structure of your generated documents in the docotive view. You have the flexibility to assign a name to your generated document and opt for either Microsoft Word or .pdf format as the output format for the document.

Click to learn more on Document Format

Next step :: Add Integration Recipe to automate generating documents

Add integration recipes

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