Creating a Microsoft Word Template 
Procedure
In Template Designer, under Template Details, enter a name and title for the template, and select the Web service name (for example, ZOPP_READ), object type, language, and type from a dropdown list.
The object type specifies the object for which the template is available.
The type is the document type, that is, .pdf or .doc format.
NoteIf you want to create the template in several languages, copy an existing template and change the texts (for a particular language).
End of the note.Click Start Designer
The entries on the current page are saved and Microsoft Word opens in a new window.
In the XML Structure pane to the right of the Microsoft Word page, check:
Show XML tags on the document to see XML tags in your template.
List only child elements of the current selection to display only elements that you can add to the template.
If you uncheck this checkbox, you see a tree of all available elements with their relationships.
NoteTo avoid printing a parent, ensure that you do not select any of its attributes.
End of the note.To start designing your template, click the first element displayed in Choose an element to apply to your current selection: .
A pair of XML tags appears on the Microsoft Word page.
Click more elements to add them to the template.
Make your entries in the space between the XML tags so that you can see the child nodes.
To make space in the template, click between the XML tags and press Return repeatedly, as you would in a typical Microsoft Word document.
Format your entries between the XML tags as you want the final text to appear.
NoteThere are 2 keywords, DATE and NUM. If you enter these keywords, the final text is treated as a date or number and is formatted accordingly.
End of the note.To add a table to your template, add elements to the template until you reach the element that you want in the table.
Drop a table with the relevant number of columns and 2 rows into the document.
The first row of the table is where you enter the column headers for the table entries.
The second row of the table is for the entries themselves.
Drop values from the list in the lower part of the XML pane into the relevant column in the second row of the table.
At runtime, more rows are added to reflect the actual number of entries.
To apply your own style of formatting, use standard Microsoft Word features to format entries you made in the template as you want them to appear in the final template.
NoteThe default setting for Microsoft Word is regional formatting.
End of the note.To save the template, click Save in Microsoft Word and then close Microsoft Word.
To use the template, on the CRM User Interface, navigate to the object for which you created the template.
Navigate to the Attachment Assignment block and click Create with template.
In the dropdown list that appears, select the name of the template you just created.
Microsoft Word opens the template filled with values from the CRM data in the Web service.