Modifying The Capture Job Aid or Word Document Microsoft Word Templates

The Job Aid and Word Document feature in Capture auto creates a great stylized document, but you can make it yours by setting up a Microsoft Word .DOT template for either of these two output options.

In Capture, under

Windows: File -> Preferences -> Job Aid or Word Document

Mac: Capture -> Preferences -> Job Aid or Word Document

You can download the existing Job Aid and Word Document Template, modify it in Word and then upload and add it as a new Job Aid or Word Document Template to be automatically used by your Capture Projects.

Microsoft Word Template files .DOT

You can make a great many changes in the Word Template to brand the Job Aid or Word Document output options however you like. Adjust the Title page, headers, footers, etc. Most changes are obvious, but here are a few items that are not immediately apparent.

Table of Contents: A Table of Contents is automatically generated, just use Scenes in Capture and all Scenes will be listed in a dynamic TOC.

Word Styles: Word Styles drive the look and feel of the document. Items like the text style formatting, spacing and even items like the "divider" line between steps are all driven by Word Styles. You can either use your own template or download the tempalte we provide and modify the styles. The styles the Job Aid and Word Document output options use are default styles present in Word so any template/Word file you have should have these styles already present. If you modify the primary Word Styles used in the Template this will change your whole output. The following are the primary styles used in the template.

Heading 1: Used for the Scene names
Normal: Used for the step text and Introducton and Summary text
Table Grid: Creates the line between scenes steps. To modify the Table look and feel:
- Add a table to your template temporarily. In Word select Table Design from the menu. Under Table Design you can make modifications to how the steps appear. (e.g., turn it into a grid)
Intense Quote: Used for the table of contents header

Variables: Variables take a value from the Capture project and auto replace it in the Job Aid and Word Document output options. Anywhere you want the Project Name for your Capture project to appear, use {{ProjectName}} and it will substitute the actual value into your Job Aid or Word Document output options. You can adjust the style of this to whatever you want in the template.

Note: Fonts are converted from Word to a PDF format using a conversion process. For some atypical fonts the conversion process may use something that is marked as equivalent or similar if it is not available.