Templates

Templates are Word documents (.docx) that contain placeholder tokens. When you generate a document, Missing Toolkit: Templates replaces those tokens with live data from your connected data source.

Uploading a template

Navigate to Templates in the sidebar
Click Upload Template
Provide a name and optionally a description
Select your .docx file
Click Upload

Missing Toolkit: Templates automatically scans your template and detects all ${PLACEHOLDER}tokens. You can see the detected placeholders on the template detail page.

Creating a template

Use any word processor that can save as .docx (Microsoft Word, Google Docs, LibreOffice, etc.).

Insert placeholders anywhere in your document using the ${PLACEHOLDER_NAME}syntax. For example:

Invoice: ${INVOICE_NUMBER}
Date: ${INVOICE_DATE}
Customer: ${CUSTOMER_NAME}
Total: ${TOTAL_AMOUNT}

Placeholders are case-sensitive and use UPPER_CASE with underscores.

Line items table

For line items, place the ${LINE_ITEMS}placeholder in your template. Missing Toolkit: Templates will generate a table with columns for Description, Quantity, Rate, and Amount.

Tip: If you place ${LINE_ITEMS}inside a styled table in your Word document, Missing Toolkit: Templates will preserve your table's formatting (borders, colors, column widths) and apply it to the generated table. If the placeholder is in a plain paragraph, a default table style is used.

Managing templates

On the Templates page you can:

View a template to see its detected placeholders
Download the original template file
Delete a template you no longer need

Tips for best results

Use simple formatting in your templates — bold, italic, font sizes, and colors all carry through
Avoid placing placeholders inside text boxes or headers/footers (use the main document body)
Test with a single entity first to verify your layout before generating in bulk