Document Templates

Document Templates are Word documents that have been configured to extract specific fields into eScribe. These templates can represent a wide range of document types used within an organization, such as memos, reports to council, staff reports, and information-only reports.

While templates often share a consistent look and feel—including fonts, logos, and overall layout—the specific data fields they capture may vary depending on the document’s purpose.

Organizations may choose to use a single standard Document Template across all document types or create multiple templates to meet different reporting needs.

Enabling the Developer Tab in Microsoft Word

Tagging of a Document Title, Description, Recommendations and other additional extractable fields are completed by adding Rich or Plain Text Content Control boxes directly into the Word document. Following the steps below provided will ensure that Administrators can add and edit additional fields as necessary.

The Developer tab in MS Word must be enabled to configure your Document Templates in eScribe. If you do not see the Developer tab in your version of MS Word, it can be enabled by following these steps

In Word, Click the "File" tab
Select “Options”
Click "Customize Ribbon"
Under Main Tabs column on the right side of the screen, select the "Developer" check box
Click “OK”

Supported Open and Closed Tags

The table below lists all of the supported tagged fields that can be entered in the Word Document and will pull data from eScribe into the Word Document or from the Word Document to eScribe. Please note we do not support the use of Quick Parts moving forward.

Name of Tag	Tag to be Entered	Content Control	Pulls From	Pulls To
Open Session Tags
Description	eScribe-Description	Rich Text	Word	Agenda
Description FR	eScribe-Description-FR	Rich Text	Word	Agenda
Motion	eScribe-Motion	Rich Text	Word	Agenda
Motion FR	eScribe-Motion-FR	Rich Text	Word	Agenda

Title	eScribe-Title	Plain Text	Word	Agenda Title
Document Number	eScribe-Document-Number	Plain Text	eScribe	Word
Sponsor	eScribe-Sponsor	Plain Text	eScribe	Word
Department (Dept/Branch)	eScribe-Department	Plain Text	eScribe	Word
Meeting Type	eScribe-Meeting-Type	Plain Text	eScribe	Word
Meeting Date	eScribe-Meeting-Date	Plain Text	eScribe	Word
Closed Session Tags
Closed Title	eScribe-Closed-Session-Title	Plain Text	Word	Agenda
Closed Title French	eScribe-Closed-Session-Title-FR	Plain Text	Word	Agenda
Closed Description	eScribe-Closed-Session-Description	Rich Text	Word	Agenda
Closed Description French	eScribe-Closed-Session-Description-FR	Rich Text	Word	Agenda

Locking Fields

Please Note: The following steps are optional and allow you to prevent users from accidentally deleting properties by “locking” them or preventing them from being edited. This requires the Developer Tab to be enabled in Microsoft Word. On the Developer tab, select Properties

Select Content control cannot be deleted to prevent a report writer from deleting the field, or Contents cannot be edited to prevent a report writer from changing the data in a field (for example Report Numbering, to ensure the automatic report number is not changed in the report) then click OK