> For the complete documentation index, see [llms.txt](https://docs.inogic.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.inogic.com/click2export/configuration/automation/word-template-workflow.md).
# Word Template Workflow
Click2Export enables exporting of Dynamics CRM Word Templates using Click2Export workflow.
Follow the steps given below to export word templates using workflow:
* Navigate to **Settings > Processes** and click on ‘**New**’ to create a new workflow.
* Enter the ‘**Process Name**’, select the ‘**Category**’ as ‘**Workflow**’ and ‘**Entity**’ for which you want to create this workflow. Click on ‘**OK**’.
* Here you can select whether you want the Workflow to be On Demand or trigger on a change of Options for Automatic Processes.
* First user needs to click on **‘Add Step’** and add **Perform Action** step that is predefined by Microsoft to select the appropriate **Action** for required word template. Select **Action** as **SetWordTemplate** option and **Entity** as **None** (global).
* Now click on **‘Set Properties’** of **Perform Action** step and select the required Word Template in **SelectedTemplate** section and required **Entity** in **Target** section. In order to select the required entity in Target section, it should have **Business Process Flows** ticked in the entity settings like shown below:
* Click2Export ships with one workflow assembly namely ‘**Inogic.Click2Export.ExportWord.ExportWord2PDF**’. This step is required to call the workflow for performing the selected action.
* Now click on ‘Set Properties’ for **Inogic.Click2Export.ExportWord.ExportWord2PDF**
* Once the properties window opens, fill in the correct details as explained below:
**Document Template:** Select the document that needs to be converted to PDF.
**CRM Report Template:** This will be the Report Template that has been created for the Document Template selected above.
**Attach as a Notes:** If marked as True, then it will attach the converted PDF against the record as a Note else it will not.
**Attach to an Email:** If marked as True, then it will attach the converted PDF in an email. The **Email Recipients** and the **Sender** would be selected based off the **Email Configuration** done on the selected **CRM Report Template**.
**Upload to SharePoint:** If marked as True, the converted file will be uploaded against the record’s respective SharePoint folder.
* Now ’**Save**’ and then ‘**Activate**’ the process.
* You can now see the workflow in ‘**My Processes**’.
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