Manage Microsoft Word document templates

Manage Microsoft Word document templates centrally using the Admin module in the BCM application. This feature enables you to create or edit templates for BIA, BCP, or other events, providing customized and controlled document generation.

Before you begin

Role required: sn_bcm.admin

Procedure

1. Navigate to All > Business Continuity > General Administration > Word templates.
2. To create a Microsoft Word template, select New.

   Microsoft Word template form is displayed.

   
3. On the form, fill in the fields.
   For more information on the fields, see Word template form.

   Microsoft Word templates provided with an instance have two categories: BCM and BIA Smart Assessment.

   

   Note:

   Verify that you’re updating Microsoft Word template with the BCM category.
4. To edit an existing pre-defined template, open the desired Microsoft Word template from the list and select the Edit UI action.

   The Edit Microsoft Word template window is displayed with a message: The templates cannot be used for report generation while in an editing state. Are you sure you want to edit?

   
5. Select OK.
6. To update a Microsoft Word template record, complete these steps.
   1. Update the name, category, table, or active option of the record.
   2. To add a document to Microsoft Word template, select the Update option provided with the Document field.
   3. Select Click to add.. in the Document field.
   4. In the 'Choose an attachment file' dialog box, select Choose file, and select OK.
   5. To update an existing document associated with the template, select the Update option provided with the Document field.
   6. Select Update in Microsoft Word template record.
      Microsoft Word template record is updated and the updated template is displayed in the list view.

   The process to update a pre-defined template is shown in the example.

   
7. To delete the template, select the Delete in the record.
8. To publish the template, select Publish in the record.