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Word Templates - Adding "Today's Date"

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Posted on by BeckyB

We are starting to use Word Templates to create documents from CRM. Some are generated through the Export to PDF button and some are generated through the Word Template button. I need to add /today's date/ to the document that will populate based on the date the document was generated - both in PDF and Word. Does anyone know the trick to get this done

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ba365guy 2,950 on at

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Word Templates - Adding "Today's Date"

Try the steps mentioned in this post.

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Dengliang Li Microsoft Employee on at

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Word Templates - Adding "Today's Date"

Hi,

For Word's own feature of adding a creation date, you can refer to the following link.

Using Date Fields in Microsoft Word (addbalance.com)

However, the above method requires the creation of Word templates. Word templates cannot be uploaded to Dynamics CRM.

Therefore, it is still recommended that you create a new column to get the download date of the document.

Solved: Word Template created on date (dynamics.com)

If you insist on using Word's own functionality to get the document creation date, it is recommended that you seek more help in the Word forums.
Welcome to the Word group! (microsoft.com)

Best Regards,
Dengliang Li

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BeckyB 38 on at

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Word Templates - Adding "Today's Date"

I tried the Word document date functionality, but the date doesn't change when I use the Word Template from CRM.

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Dengliang Li Microsoft Employee on at

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Word Templates - Adding "Today's Date"

Hi,

Has the issue been solved?
Have there been any updates? Please feel free to ask me if you have any questions!
If it has been resolved, can you mark the response as an answer?

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Dengliang Li Microsoft Employee on at

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Word Templates - Adding "Today's Date"

Hi,

Please refer to the following steps to insert today's date for automatic updates.

Insert today's date in a Word document - Microsoft Support

Best Regards,
Dengliang Li

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BeckyB 38 on at

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Word Templates - Adding "Today's Date"

The PDF is generated through Microsoft's "Export to PDF" functionality. It is a button in the ribbon that allows users to select a Word Template to export as a PDF file.

I was hoping to find a solution in the Word Template itself rather than creating new columns for each of the tables.

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Dengliang Li Microsoft Employee on at

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Word Templates - Adding "Today's Date"

Hi BeckyB,

Has the issue been solved?
Have there been any updates? Please feel free to ask me if you have any questions!
If it has been resolved, can you mark the response as an answer?

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pavanmanideep 1,331 on at

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Word Templates - Adding "Today's Date"

Hi,

Can we check how you were going to create a PDF file in order for us to suggest on approach.

For populating the date and time on the word template, you can use the approach suggested by DengLiang.

If my response was helpful, please click 'Like.' To confirm the solution, mark it as 'Verified' to help others find right solutions. For further queries, feel free to reach out to me.

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Suggested answer

Dengliang Li Microsoft Employee on at

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Word Templates - Adding "Today's Date"

Hi,

You can add a calculated column to display the current date.

This column is then mapped in the Word template.

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
If you have further questions, please feel free to contact me .

Best Regards,
Dengliang Li

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