Use this XML file to assign fields directly to your Microsoft Word document or Excel template.
- Open an entity.
Complete at least one field in the entity table. If you specify the account name without adding the contact details of the account, the XML elements for the contact information will remain blank. When using multiple fields, fill them directly within the entity table.
- Select . The generated XML document is for Word and Excel document templates.
- Save the XML file to a temporary folder.
- Optionally, you can rename the XML file.