Overview

Follow these steps to add a custom Word template to PlexTrac

PlexTrac allows users to output their data into a customized format that matches their organizations branding, color schemes, and overall look + feel.

PlexTrac makes it easy to programmatically customize Word export templates by utilizing Jinja2 syntax. In essence, PlexTrac uses variable replacement to populate Word exports with report and findings data.

PlexTrac's custom word templates are highly flexible and allow any data from the Executive Summary or Findings to be included in the Word export, including custom fields.

The PlexTrac Customer Success team is here to help you create these templates and typically take on the build as part of your onboarding process.

You are more than welcome to build your own templates but don't hesitate to reach out to the PlexTrac CS team with any questions. We would love to collaborate!

Current PlexTrac customers can reach out to Support@plextrac.com for help with custom templates!

Step 1: Create a Custom Word Template

Step 2: Navigate to the "Account Admin" section by clicking on your profile in the top right

Step 3: Navigate to the "Templates" section on the left, then click on the tab for "Export Templates", and click the "New Template" button

Step 4: Drag and drop or click the upload dialog to select your export template to upload

Step 5: Once your upload is complete, to apply the export template to a report navigate to the "Report Template" tab and click "Edit" on the report you would like to apply it to

Step 6: Select your uploaded template from the "Default Export Template" dropdown and click "Save"