---
title: Creating your first template
description: "### Installation There are alternative ways to install Add-In - Alternative 1: You can install add in from Microsoft Word: [https://templatise.it/wp-content/uploads/2024/06/InstallingAddIn.mp4](https://templatise.it/wp-content/uploads/2024/06/InstallingAddIn.mp4) - Alternative 2: You can install Add-In right from Microsoft Appsource by clicking [this link](https://appsource.microsoft.com/en-us/product/office/WA200006188?tab=Overview). - Alternative 3: If…"
url: "https://templatise.it/docs/creating-your-first-template/"
updated: "2024-06-09"
category: Getting Started
---

# Creating your first template

### Installation

There are alternative ways to install Add-In

- Alternative 1: You can install add in from Microsoft Word:
   [https://templatise.it/wp-content/uploads/2024/06/InstallingAddIn.mp4](https://templatise.it/wp-content/uploads/2024/06/InstallingAddIn.mp4)

- Alternative 2: You can install Add-In right from Microsoft Appsource by clicking [this link](https://appsource.microsoft.com/en-us/product/office/WA200006188?tab=Overview).
- Alternative 3: If you are an administrator of your organization, you can install add in from Office 365 admin center:
  1. Got to [https://www.office.com/](https://www.office.com/)
  2. Choose Admin.
  3. From left menu select: Settings -> Integrated Apps.
  4. In opened page click on "Get apps" and search for Templatise.
  5. You can install add in for selected users or for the whole organization.

### Troubleshooting

If add in is not visible after installation, you might need to add to the desired tab in Word.

1. Right click on Word top menu -> select "Customize the Ribbon ..."
    ![](https://templatise.it/wp-content/uploads/2024/06/CustomzeRibbon.png)
2. Choose "All Commands" from "Choose commands from" menu and find Templatise application
    ![](https://templatise.it/wp-content/uploads/2024/06/SelectingTemplatise.png)
3. Select it and add it to desired tab

### Creating first template

For this demo we are using Board Meeting Minutes document that you can download from [this link](https://storage.googleapis.com/templatise-tutorial-docs/BoardMeetingMinutes.docx).

1. In **Edit Templates****Tab** click **New**.
2. Enter the **name** of the template, choose the **language**, and add tags if necessary.
3. Click **Save**.
    [https://templatise.it/wp-content/uploads/2024/06/Create-Template.mp4](https://templatise.it/wp-content/uploads/2024/06/Create-Template.mp4)
4. Create variable for ORGANIZATION NAME - click on **Create new variable**
   1. Provide title, description (optional)
   2. Leave type as **Text, Number, Date**
   3. Leave format as **Text**
   4. Select ORGANIZATION NAME text in a document and click **Connect** in add-in and then **Save**.
       [https://templatise.it/wp-content/uploads/2024/06/Organization-Name.mp4](https://templatise.it/wp-content/uploads/2024/06/Organization-Name.mp4)
5. When creating variable for CHAIRPERSON NAME, after selecting text in a document you can check on **Connect 2 similar instances in the document**to map both occurrences.
    [https://templatise.it/wp-content/uploads/2024/06/Chairperson-Name.mp4](https://templatise.it/wp-content/uploads/2024/06/Chairperson-Name.mp4)
6. To add Date variable for meeting date - select **Date** format for **Text, Number, Date**type
    [https://templatise.it/wp-content/uploads/2024/06/Date.mp4](https://templatise.it/wp-content/uploads/2024/06/Date.mp4)
7. Assume Announcements is an optional part for board meeting - create variable with title Announcements of type **Show / Hide**, select text that might be hidden and click **Connect**
    [https://templatise.it/wp-content/uploads/2024/06/Announcements.mp4](https://templatise.it/wp-content/uploads/2024/06/Announcements.mp4)
8. Assume LOCATION can be one of New York Office, Oslo Office, Tokyo Office. Create variable with title Office Location, type **Single- / Multiselect**, in **Selection Type**choose **Create New Selection **and for each office location specify it by clicking on **Add Next Item**. Select LOCATION in a document and click **Connect** in add-in and then **Save**.
    [https://templatise.it/wp-content/uploads/2024/06/OfficeLocation.mp4](https://templatise.it/wp-content/uploads/2024/06/OfficeLocation.mp4)

Now Let's populate template - select most left tab - **Fill Templates and open**Board Meeting Minutes for filling, when form is filled - click on **Generate Document **button and a created document will be opened in a new Word window.

 [https://templatise.it/wp-content/uploads/2024/06/Fill-Templates.mp4](https://templatise.it/wp-content/uploads/2024/06/Fill-Templates.mp4)

[You can read more about mentioned variables here.](https://templatise.it/docs-category/variables/)

> Note: Variables that are not connected to the document will not be displayed in template filling form