Using the BigChange Microsoft Word Add-in

The Template function within BigChange allows you to create custom-branded emails, financial documents, and job cards through a clever combination of dynamic keywords with static elements, such as logos and boilerplate text. This fantastic feature is further enhanced by the creation of our Microsoft Word Add-in.

This article will guide you through using the BigChange Microsoft Word Add-in to create beautiful, fully customised documents.

Before you can use the Microsoft Add it you will need to enable this within Microsoft Word. Please refer to the article Installing Word Add in.

Using the Add-in

The BigChange Microsoft Word Add-in allows you to take full advantage of Word's comprehensive suite of editing features, such as watermarks, embedded images, and tables, and combine them with the benefits of BigChange.

Inserting BigChange Keywords

• Open a Word document and select Insert from the ribbon.
• Select the BigChange Add-in.
• Choose Insert Keyword or Formula.
• Move your cursor to the desired location within the template.
• Select the desired keyword from the menu.

that while you can apply formatting to the keywords (e.g., change the text colour or font), you cannot change the text of the keywords. Attempting to do so will cause the template to malfunction.

Validating and Saving the Template

• After adding all the desired keywords, validate the template to ensure there are no errors.
• Save your document as usual. When imported into BigChange and a financial document is generated, it will automatically pull through the correct information from your CRM.

Uploading the Document to Use as a Template

• Navigate to: [Top menu] Account settings (icon) → [Side menu] Settings → [quick links] Templates.
• Select Add.

1. Give the template a name.
2. Select ‘template type’ and choose ‘Word Document’.
3. Attach your Word document by dragging and dropping or selecting the file in your file manager.
4. Save and close.

Setting Template Usage

• Re-open the template and add the correct usage from the Usage tab on the top right.
• For example, if you created an invoice, select:
  • Financial Document
  • Any type
  • Invoice.
• Note the format will be PDF by default.

This process can be repeated for job cards as well as financial documents. When an invoice is raised using this template, the finished document will look professional and customised.

Further Information & Support

Thanks to the success of our BigChange Microsoft Word Add-in, it is now possible to create fantastic, design-led documentation. However, performance errors can occur when users try to paste HTML code from MS Word into the editor instead of using the Add-in. To ensure error-free performance, users will be prevented from creating new templates using this type of HTML or from making changes to existing templates that contain it. Existing templates that are not edited will continue to perform.

Conclusion

The BigChange Microsoft Word Add-in is a powerful tool that enhances your ability to create customised, professional documents. By following the steps outlined in this article, you can seamlessly integrate BigChange keywords into your Word documents and upload them as templates for various uses. For any further assistance, please refer to our support resources or submit a support request.