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 legacy products.

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 process to utilize custom Word templates includes four key steps that are outlined below. For more in-depth explanations, please see the documentation on each of the respective steps.

Step 1: Create Custom Word Template

Step 2: Upload Custom Word Template

Step 3: Select Custom Word Template in Report Settings

Step 4: Export Report to Word