Hi,
Here is a post from Steve Chapman. I think it was on his blog.
gp.rosebizincblogs.com/.../creating-custom-word-templates-using-the-letter-writing-assistant-2.html
Creating Custom Word Templates using the Letter Writing Assistant
January 7th, 2010 | Author: Steve Chapman
You may have used the standard Letter Writing Assistant templates that come out-of-the-box with GP, that allow you to create Word documents from SmartList data. There are actually some nice ones that I like to show when I demo GP.
But you can also modify the standard templates, and create your own.:
• To access the Letter Writing Assistant, navigate to: Reports >> Letter Writing Assistant
• Select, “Customize the letters by adding…”
• Select the letter category that corresponds to the SmartList from which you want to pull data
• Select one of the four options available
• Select the document or action in the window:
• Word will then open, with a blank document or the existing document you identified
• Select the “Add-Ins” tab from the Word menu
• Move the cursor to the spot on the Word document, at which you want the added field to appear
• Select the field
• The selected field(s) will then be added to the Word document
• Save the Word document
• Cancel the Letter Writing Assistant
You’re now ready to use the Word template with SmartList. The template will show up with the appropriate SmartList on the Word drop-down tab.
It’s easy to do. Try it out.
I recorded a quick video that shows this in action.