---
title: Capture Settings – Publish Templates
description: "The following article explains how to build a data capture template to suit your preferred Word Document design. Tip: The document size must be less than 10MB.            Tip: By default, the Publish"
---

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# Capture Settings – Publish Templates

The following article explains how to build a data capture template to suit your preferred Word Document design.

**Tip:** The document size must be less than 10MB.

![corrective action report example](https://knowledge.goreport.com/hs-fs/hubfs/image-png-Jul-07-2022-02-56-26-47-PM.png?width=500&name=image-png-Jul-07-2022-02-56-26-47-PM.png)

- Save the Word Document to your computer, we will come back to this after the Data Capture has been designed.
- To begin, you will need to create a Data Capture with the information you would like to use for this template.
- Access your **Data Captures** via the Management Portal (as shown below).

![data captures tab indicated with an arrow](https://knowledge.goreport.com/hubfs/image-png-Jul-07-2022-03-03-06-89-PM.png)

- To begin click on **Create Data Capture.**

![create data capture button indicated with an arrow](https://knowledge.goreport.com/hubfs/image-png-Jul-07-2022-03-31-31-38-PM.png)

- Enter a name for the Data Capture.
- Click **Save.**

![save button indicated with an arrow](https://knowledge.goreport.com/hs-fs/hubfs/image-png-Jul-07-2022-03-32-17-99-PM.png?width=400&name=image-png-Jul-07-2022-03-32-17-99-PM.png)

- Drag and drop each item into the centre of the screen to create your Data Capture.
- For more information on creating a Data Capture, check out our design articles \>\> [GoReport Creator - How To](https://knowledge.goreport.com/knowledge/creator?hsLang=en#goreport-creator-how-to)

![goreport creator options displayed with an arrow](https://knowledge.goreport.com/hubfs/image-png-Jul-07-2022-03-34-56-03-PM.png)

- When you have finished creating your Data Capture, go to **Publish Settings.**

**![publish settings indicated with an arrow](https://knowledge.goreport.com/hubfs/image-png-Jul-07-2022-03-35-46-20-PM.png)**

- Select **References.**

**![references button indicated with an arrow](https://knowledge.goreport.com/hubfs/image-png-Jul-07-2022-03-42-00-46-PM.png)**

- Choose a reference and click on the clipboard icon to copy it.

![clipboard button indicated with an arrow](https://knowledge.goreport.com/hubfs/image-png-Jul-07-2022-03-44-21-57-PM.png)

- Open the Template you created earlier in Microsoft Word.
- Paste the Reference into the areas of the Template where the data should be placed (as shown below). Repeat this step for each Reference until you have copy and pasted all the required References.

![corrective action report example](https://knowledge.goreport.com/hubfs/image-png-Jul-07-2022-03-46-53-43-PM.png)

- Save the document to your files and return to the web portal to upload the template.
- Next select **Publish Templates.**

**![publish templates button indicated with an arrow](https://knowledge.goreport.com/hubfs/image-png-Jul-07-2022-03-47-35-32-PM.png)**

- Each Data Capture will have a standard output that is enabled. To upload your new template click **Add Publish Template.**

![add publish template button indicated with an arrow](https://knowledge.goreport.com/hubfs/image-png-Jul-07-2022-03-48-40-59-PM.png)

- Create a name for the new Template.

**Tip:** By default, the Publish Template will be enabled, however it can be changed by clicking the toggle button. 

- Drag and drop the file or click **Upload** to access your computer files.

![upload publish template upload box](https://knowledge.goreport.com/hs-fs/hubfs/image-png-Jul-07-2022-03-50-20-11-PM.png?width=500&name=image-png-Jul-07-2022-03-50-20-11-PM.png)

- Select the file you recently added references to and click **Open.**

![file explorer open button indicated with an arrow](https://knowledge.goreport.com/hubfs/image-png-Jul-07-2022-03-51-28-79-PM.png)

- Click **Upload.**

![upload button indicated with an arrow](https://knowledge.goreport.com/hs-fs/hubfs/image-png-Jul-07-2022-03-53-55-67-PM.png?width=400&name=image-png-Jul-07-2022-03-53-55-67-PM.png)

The new template has been uploaded and is now the default output.

![new template displayed on site, indicated via an arrow](https://knowledge.goreport.com/hubfs/image-png-Jul-07-2022-03-57-23-63-PM.png)

- Click the quick select icon (three dots) to view the option list for this template.
- You can rename, view, preview, delete and upload a new document.

![three dots settings button indicated with an arrow](https://knowledge.goreport.com/hubfs/image-png-Jul-07-2022-03-58-31-77-PM.png)

**Tip:** Preview will only be available **AFTER** creating a report with this data capture.

![word preview, no reports found](https://knowledge.goreport.com/hs-fs/hubfs/image-png-Jul-07-2022-04-01-13-05-PM.png?width=381&name=image-png-Jul-07-2022-04-01-13-05-PM.png)

- To create a report, we must first ensure that the Data Capture is in "**Test"** mode and is assigned to a team.
- Go to **Capture settings** and click on **Access.**

![access button shown with an arrow](https://knowledge.goreport.com/hubfs/image-png-Jul-07-2022-09-50-42-86-PM.png)

- If the status is in Draft, click on **Test** to change it.

![test tab indicated with an arrow](https://knowledge.goreport.com/hubfs/image-png-Jul-07-2022-09-51-46-55-PM.png)

The Data Capture must be assigned to a **TEAM** to allow it to be used for testing.

- Click on the Team you wish to assign the Data Capture to.

![data capture team assignment box](https://knowledge.goreport.com/hubfs/image-png-Jul-07-2022-09-54-14-31-PM.png)

The Data Capture can now be accessed by the users in this Team.

![selected team indicated by an arrow](https://knowledge.goreport.com/hubfs/image-png-Jul-07-2022-09-54-36-04-PM.png)

- To create a report using this Data Capture, click on **Reports.**

**![reports tab indicated by an arrow](https://knowledge.goreport.com/hubfs/image-png-Jul-07-2022-09-55-42-27-PM.png)**

- Click **Add Report.**

![add report button indicated with an arrow](https://knowledge.goreport.com/hubfs/image-png-Jul-07-2022-09-57-27-25-PM.png)

- Choose the Data Capture you wish to use.
- Click **NEXT.**

![next button indicated with an arrow](https://knowledge.goreport.com/hs-fs/hubfs/image-png-Jul-07-2022-09-58-23-29-PM.png?width=500&name=image-png-Jul-07-2022-09-58-23-29-PM.png)

- Enter the details of the report and click **CREATE + EDIT.**

**![create and edit indicated by an arrow](https://knowledge.goreport.com/hs-fs/hubfs/image-png-Jul-07-2022-10-00-06-93-PM.png?width=500&name=image-png-Jul-07-2022-10-00-06-93-PM.png)**

- Click **Publish.**

![publish button indicated by an arrow](https://knowledge.goreport.com/hubfs/image-png-Jul-07-2022-10-02-22-68-PM.png)

- Select the Template you would like to use and click **Publish.**

**![publish button indicated by an arrow](https://knowledge.goreport.com/hs-fs/hubfs/image-png-Jul-07-2022-10-04-19-20-PM.png?width=500&name=image-png-Jul-07-2022-10-04-19-20-PM.png)**

- The report has now been published with the new Template.

![corrective action report template](https://knowledge.goreport.com/hubfs/image-png-Jul-07-2022-10-04-49-96-PM.png)

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