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About the Word Template Categories Form

This service stores the categories that appear in the hierarchy tree on the left-hand side of the Aptify MS Word Integration Wizard.

Word Template Categories Form

Attachments Tab

The Attachments tab lists any files relevant to the Word Template Categories record. The tab becomes available when the record is initially saved.

Entities Tab

This tab stores the list of entities to which this category belongs. This category only appears in the Aptify MS Word Integration Wizard when the wizard is launched from one of the services listed on this tab.

Entities Tab on Word -Template Categories Form

General Tab

Name (Required)

The name of the category.


A description of the template category.


If the category is a sub-category of a higher level category, the parent category is listed in this field. This field links to another Word Template Categories record.

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