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.

Adding Content Controls

1. Navigate to Document Templates.
2. Locate the template you want to edit and click the three dots in the Options menu.
3. In the template flyout, click the three dots beside the document file.
4. Select Open Document to launch the template in the editor.
5. From the Word toolbar, select Insert.
6. Choose Content Control and begin adding the required content control fields to the document.

Tagged Fields and Content Controls Overview

The table below outlines all supported tagged fields that can be added to a Microsoft Word document. These tags enable data to flow between eScribe and Word—either pulling information from eScribe into the document or pushing content from the document back into eScribe. 

Content Controls in Word

When adding tags to your document, you will use Content Control boxes, which are available in the toolbar under Insert> Content Controls> Plain Text or Rich Text.