Step Two: Customize Your Document Template in Word Word will take over from here-just follow your browser prompts to open the file. From there, click “Export” next to the document template you want to use. To make it happen, go to Customization Services (or Platform Services ) > All > Printed doc templates. Feel free to use any Word document you’ve created previously or a brand new document. To get started, export a sample document template from Sage Intacct that you’d like to modify to fit your company’s needs. Step One: Choose a Word File for Your Custom Document Template Note: To avoid errors in your custom document templates, be sure to update the Intacct toolbar before you get started. Today, we’re going to walk you through exactly how to modify these forms so you can display and share information exactly how you want. Whether you’re looking to create a professional template for printed invoices, sales orders, purchase orders, this powerful duo has you covered. Sage Intacct and Microsoft® Word have combined forces to help Accounts Receivable, Order Entry, Purchasing, and Inventory Control create custom document templates.
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