Select Word Templates dialog box: options and information

You can export the information from a Microsoft Office Accounting 2009 transaction form to a Microsoft Office Word template. In the Select Word Templates dialog box, you can select the Office Word template that you want to use.

Note: If you are using Microsoft Office Word 2003, you can control whether table gridlines appear in the document by clicking Hide Gridlines or Show Gridlines on the Table menu. After you make a selection, the format will remain in effect until you change the selection.

Open the dialog box

  • On the Actions menu of a Quote, Sales Order, Customer Credit Memo, Invoice, or Purchase Order form, click Export to Word.

The first time you export any form to Word (except a customer statement), the template you select in the Select Word Templates dialog box becomes the default template. After the first time, you can export a document to Word without opening the Select Word Templates dialog box by clicking Export to Word on the toolbar. If you want to select a different template for the form, on the Actions menu, click Export to Word.

Dialog box options

The dialog box contains the following options.

Option

Description

Template types

Displays the default template type, which is based on the transaction form that you opened.

Templates

Displays the list of templates associated with the template type.

Select

Click to open a selected template.

Include status watermark

Select the check box to display the status of a document when you print or send it. For example, an invoice could display a Not Paid or Paid status.

Create a template

You can create your own template for a record by following these steps:

  • On the Actions menu of a saved Quote, Sales Order, Customer Credit Memo, Invoice, or Purchase Order form, click Manage Word Templates.

For more information, see Manage Microsoft Office Word Templates dialog box: options and information.

Related topics

Microsoft Office Word Templates overview

Customize Microsoft Office Word templates

Protect a Word template from unauthorized changes

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