Another way of generating a Word template is to generate it while being on any of the entity records. Let's look at how it can be generated for an account:
- While on the account record form, click on More (...), | Word Templates | Create Word Template:
Check out the following screenshot to see how can selected the Word Template option:
Doing this will open a screen where you can select the relationships that are to be included in the template.
Another way for generating the word template would be ...
