In order to prepare a template file, you need to create a document in Word with header and a footer, as well as register the necessary tags from this list below by going into the Developer mode. (The instructions on how to launch the Developer mode in Word - link)
After going into this mode, you can add to your sample form the corresponding field tags from the list below, which you want to display in the document.
For example, the name of the project (ProjectGroup_Name) and the participant (Project_Pariticipant_Name).
Case
Name of the project ProjectGroup_Name
In the archive ProjectGroup_IsArchive
Creation date ProjectGroup_CreationDate
Author of the project ProjectGroup_Author
Name of the case Project_Name
Case type Project_ProjectType_Name
Assignee of the case Project_Responsible
Case creation date Project_CreationDate
In archive Project_IsArchive
Author of the case Project_Author
Link type Project_ProjectLinkTypes_Name
Link Project_ProjectLink_Url
Client Project_Client_Name
Event
Creation date Project_Event_CreationDate
Author Project_Event_Author
Type Project_Event_EventType_Name
Description Project_Event_Description
Place Project_Event_Place
Time spent Project_Event_TimeSpent
Date Project_Event_Date_Date
Time Project_Event_Date_Time
Event status Project_Event_IsFavorite
Event occurred Project_Event_Occurred
Comment Project_Event_Comment_Text
Creation date of comment Project_Event_Comment_CreationDate
Author of commentProject_Event_Comment_Author
Task
Creation date of task Project_Task_CreationDate
Author Project_Task_Author
Name Project_Task_Name
Description Project_Task_Description
Scheduled time Project_Task_ScheduledTime
Date of finishing the task Project_Task_EndDate_Date
Time of finishing the task Project_Task_EndDate_Time
Task priority Project_Task_Priority
Status Project_Task_IsClosed Icon
Task priority Project_Task_IsFavorite
Project parent name Project_Task_ParentTask_Name
Assignee of the project Project_Task_Responsible
Task commentProject_Task_Comment_Text
Creation date of task comment Project_Task_Comment_CreationDate
Author of task comment Project_Task_Comment_Author
Document
Creation date of document Project_Document_CreationDate
Document author Project_Document_Author
Document type Project_Document_DocumentType_Name
Document name Project_Document_Name
File attached to document Project_Document_DocumentFile_Name
Document status Project_Document_IsFavorite
Document comment Project_Document_Comment_Text
Creation date of document comment Project_Document_Comment_CreationDate
Author of document comment Project_Document_Comment_Author
Participant
Participant name Project_Participant_Name
Participant type Project_Participant_Type_Name
Participant role in the case Project_ParticipantProject_Role_Name
Creation date of participant Project_Participant_CreationDate
Author of participant Project_Participant_Author
Last name of participant Project_Participant_Individual_LastName
First name of participant Project_Participant_Individual_FirstName
Middle name of participant Project_Participant_Individual_MiddleName
Date of birth of participant Project_Participant_Individual_DateOfBirth
Organization of participant Project_Participant_Individual_Organization
Work phone of participant Project_Participant_Individual_ContactDetail_WorkPhone
Mobile phone of participant Project_Participant_Individual_ContactDetail_Phone
Email of participant Project_Participant_Individual_ContactDetail_Email
Address of participant Project_Participant_Individual_Address
Registration number of foreign company Project_Participant_ForeignCompany_RegistrationNumber
Legal form of foreign company Project_Participant_ForeignCompany_LegalForm_Name
Country of foreign company Project_Participant_ForeignCompany_Country_Name
Phone of foreign company Project_Participant_ForeignCompany_ContactDetail_WorkPhone
Email of foreign company Project_Participant_ForeignCompany_ContactDetail_Email
Website of foreign company Project_Participant_ForeignCompany_ContactDetail_Site
Address of foreign company Project_Participant_ForeignCompany_Address
INN Project_Participant_Company_INN
Legal form of organization Project_Participant_Company_LegalForm_Name
Name Project_Participant_Company_Participants_ShortOrganization
Short name Project_Participant_Company_ShortOrganization
Phone Project_Participant_Company_ContactDetail_WorkPhone
Email Project_Participant_Company_ContactDetail_Email
Website Project_Participant_Company_ContactDetail_Site
Address Project_Participant_Company_Address
INN Project_Participant_State_INN
Institution type Project_Participant_State_InstitutionType_Name
Name Project_Participant_State_Organization
Short name Project_Participant_State_ShortOrganization
Phone Project_Participant_State_ContactDetail_WorkPhone
Email Project_Participant_State_ContactDetail_Email
Website Project_Participant_State_ContactDetail_Site
Address Project_Participant_State_Address
Registration date of case ExecutoryProcesses_RegistrationDate
Serial number of case ExecutoryProcesses_SerialNumber
Start date ExecutoryProcesses_StartDate
Process number ExecutoryProcesses_ProcessNumber
Deadline ExecutoryProcesses_Deadline
Debt amount ExecutoryProcesses_DebtValue
Currency of debt ExecutoryProcesses_DebtCurrency_Name
Department of bailiffs ExecutoryProcesses_BaliffDepartment_Name
Bailiff ExecutoryProcesses_Baliff_Name
Audit start date AuditProject_StartAuditDate
Audit end date AuditProject_EndAuditDate
Audit type AuditProject_AuditType_Name
Audited organization AuditProject_AuditedOrganization
Auditing organization AuditProject_VerifyingDepartment
Auditing inspector AuditProject_Inspector
Type of audit subject AuditProject_AuditSubject_Type
Episode of audit AuditProject_AuditSubject_Episode
Type of execution ExecutoryProcesses_SubjectType_Name
Main debt value ExecutoryProcesses_Subject_MainDebtValue
Currency of main debt ExecutoryProcesses_Subject_MainDebtCurrency_Name
State fees ExecutoryProcesses_Subject_StateDutyValue
Currency of state fees ExecutoryProcesses_Subject_StateDutyCurrency_Name
Other required payments ExecutoryProcesses_Subject_OtherRequirementsValue
Currency of other payments ExecutoryProcesses_Subject_OtherRequirementsCurrency_Name
Reward ExecutoryProcesses_Subject_RewardValue
Currency of reward ExecutoryProcesses_Subject_RewardCurrency_Name
Case registration date CommonInfoGenerals_RegistrationDate
Case number CommonInfoGenerals_ProjectNumber
Start date CommonInfoGenerals_ProceedingsStartDate
Number in court CommonInfoGenerals_ProceedingsNumber
Case category CommonInfoGenerals_ProjectCategory_Name
Case description CommonInfoGenerals_Description
Case indorser CommonInfoGenerals_ProjectIndorser_Name
Court CommonInfoGenerals_ProjectCourt_Name
Judge CommonInfoGenerals_ProjectJudge_Name
Importance of case CommonInfoGenerals_ProjectImportance_Name
Probability of loss CommonInfoGenerals_ProjectProbabilityOfLoss_Name
Possible outcome of case CommonInfoGenerals_ProjectPossibleOutcome
Outcome comment of case CommonInfoGenerals_ProjectOutcomeComment
Description of claims SubjectClaims_Description
Dispute category SubjectClaims_LitigationCategory_Name
Value of claims SubjectClaims_ClaimsValue
Currency of value of claims SubjectClaims_ClaimsCurrency_Name
Amount of government fees SubjectClaims_GovermentAnnuityValue
Currency of government fees SubjectClaims_GovermentAnnuityCurrency_Name
Value of other claims SubjectClaims_OtherClaimsValue
Currency of other claims SubjectClaims_OtherClaimsCurrency_Name
Description of other claims SubjectClaims_OtherClaimsDescriprion
Document for reason of the dispute SubjectClaims_ReasonDocument_DocumentType_Name
Document number SubjectClaims_ReasonDocument_Number
Document date SubjectClaims_ReasonDocument_DocumentDate
Short description SubjectClaims_ReasonDocument_Description
Registration date of claim Pretension_RegistrationDate
Claim number Pretension_Number
Probability of developing into a court case Pretension_ProbabilitySuccess_Name
Claim type Pretension_PretensionType_Name
Subject and grounds of the claim Pretension_Subject
Analysis of the claim Pretension_Analisys
Response date to the applicant Pretension_ResponseDate
Response type Pretension_ResponseType_Name
Claim results Pretension_PretensionResult_Name
Claim results text Pretension_PretensionResultText
Completion date CaseResults_CompletionDate
Final act date CaseResults_FinalActDate
Act receipt date CaseResults_ActReceiptDate
Act execution date CaseResults_ActExecutionDate
Final result CaseResults_FinalResult
Currency of final result CaseResults_FinalResult_Currency_Name
Recover amount CaseResults_RecoverAmount
Currency of recovered amount RecoverAmount_Currency_Name
Resolution part CaseResults_ResolutivePart
Result comments CaseResults_ResultsComment
Process comments CaseResults_ProcessComment
Receipt receive date ExecutoryProcesses_Result_ReceiptDate
Execution date ExecutoryProcesses_Result_ExecutionDate
Final result ExecutoryProcesses_Result_ResultType_Name
Execution mark ExecutoryProcesses_Result_ExecutionMark
Return mark ExecutoryProcesses_Result_ReturnMark
Applicant (initiator of bankruptcy procedure) Bankruptcies_Applican_Name
Stage Bankruptcies_BankruptcyStage_Name
Amount claimed Bankruptcies_ClaimSum
Currency of amount claimed Bankruptcies_ClaimSumCurrency_Name
Date of claim review Bankruptcies_ClaimReviewDate
Claim type Bankruptcies_ClaimType_Name
Included claims Bankruptcies_IncludedClaimSumValue
Currency of included requirements Bankruptcies_IncludedClaimCurrency_Id
Document of the basis of dispute Bankruptcies_ControversyDocument_DocumentType_Name
Document number Bankruptcies_ControversyDocument_Number
Document date Bankruptcies_ControversyDocument_DocumentDate
Short description Bankruptcies_ControversyDocument_Description
Reasoning for the included claim Bankruptcies_ClaimReason
Procedure comment Bankruptcies_Comment
Claim type CounterClaims_ClaimType_Name
Document type CounterClaims_DocumentType_Name
Document number CounterClaims_Document_IncomingNumber
Document date CounterClaims_Document_DocumentDate
Document name CounterClaims_DocumentContentType_Name
Description of the nature of counterclaims CounterClaims_Document_Description
Date of the final act AuditResults_FinalActDate
Date of receipt of the act AuditResults_ActReceiptDate
Act execution date AuditResults_ActExecutionDate
Final fine AuditResults_Fine
Currency of the final fine AuditResults_FineCurrency_Name
Final result AuditResults_FinalResult
Comments on the result of the audit AuditResults_Comment
Objection to the result of the audit AuditResults_Objection
Objection document AuditResults_ObjectionDocument_File_Name
Result of claim consideration Bankruptcies_ClaimReviewResult