Using Ready-to-Use Word Sections

Word Sections helps you build templates without manually arranging every supported table or section.

Add a ready-made section

  1. Open Settings > Templates.
  2. Select Word Sections to open Ready-to-Use Word Sections.
  3. Choose the section that fits your report.
  4. Select Download to obtain the section as a Word document.
  5. Open it in Word and copy the finished section or table into your template.
  6. Adjust its appearance while preserving the placeholders and structural tags.
  7. Upload and test the completed template.

Available sections

Sections include Embedded Company Logo, Embedded Subject Photo, All Subjects Table, Assigned Investigators Table, Case Activities Table, Case Updates Table, Selected Files Table, and Optional Due Date Section.

Copy tags

Use Copy tags when building the section yourself. This copies the placeholder structure rather than downloading a formatted Word section.

Review the generated output

A selected-files section depends on the evidence selected when generating. An image section depends on a supported stored image. Repeating tables need representative test data with multiple rows. Test both populated and empty sections so the final report reads naturally.