Creating a Template in MS Word

Verify if Proteus Add-in has been inserted (MS Word online and MS Word desktop app). If not following the steps below.

On the home page select 'Add-ins'

If not available under My Add-ins or Admin Managed, search for Proteus in the Store then select Add

To open the sidebar select the Proteus symbol and then Sign into your Proteus account with your Microsoft or Proteus credentials

Select your Proteus tenant and then select the Proposal or Project record to link to this word document

You can now add your template tags and blocks

Select Sync to fill the tags and blocks with the record details

Select Add Template Tags. A list of template tags can be seen in the drop down bar.

Select the tag you wish to use then Insert

In the dropdown menu of the Template Tags several of the block tags are also available to select.

The inserted tag will appear on the document and ready to 'Sync' with the proposal/project record

Select ‘Home’

Select ‘Heading 1’ and right click, select ‘modify’

Ensure you modify each heading and paragraph type to match your brand guidelines by right clicking and selecting “Modify” as shown below:

Modify your heading formatting and text styles to match your current guidelines

Select Insert

Create your table

Click the table and Select Table Styles

Select Grid Table 2, Customise the table as you wish after.