Creating an XML document

You will use this XML file to assign fields to your Microsoft Word document or Microsoft Excel template.
  1. Open an entity.
    You must complete at least one field of an entity table. If you complete the account name but did not provide contact information for the account, the XML elements for the contact information will be empty. If you must use more than one field, complete the fields in the entity table.
  2. Click Document. Select any of these options:
    • Save as XML document: Generated XML document is for Word document templates.
    • Save entity as XML file: Generated XML document is for Excel document templates..
  3. Save the XML file to a temporary folder.
  4. Optionally, you can rename the XML file.