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Using Forms to fill in Word Template

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Posted on by gibbs78

Hi Everyone. I am a newbie at Power Automate and looking for some direction. I want to create a Form that fills in a Word doc template that we have. This is an onboarding form so it will include Name, Title, Line of Business, start date, manager, etc. I would like the info in the form to be emailed to IT, HR and the manager that is put into the form. The Word doc is a template with a checklist so it needs to be included. I've gotten the form to email the info that is entered that was the easy part. The difficult part is getting the info to populate into the Doc. The Doc also needs to get posted to a Teams channel - which is just the SharePoint site\folder. Can this be done and can it be done in a single flow? Thanks for the help

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AnthonyAmador 2,553 Moderator on at

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Re: Using Forms to fill in Word Template

Hi @gibbs78

Yes, it can definitely be done in one flow, you need to edit the doc template using the developer tab in the Word app, the template needs to be in OneDrive or SharePoint to be selected from there, you have to use the Word connector action "Populate a Microsoft Word template", then save the file or attach it to an email, or both.

It should look like this, you can add these actions to your flow.

Let me know if you need more help.
Kind regards.

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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Gillot 2 on at

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Re: Using Forms to fill in Word Template

I've tried implementing it, however, I always get this answer. Note that Flow checker doesn't show any error in reality. What could it be?

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Community Power Pla... on at

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Re: Using Forms to fill in Word Template

Hello! I am not seeing an operation "populate a microsoft word template". Please advise 🙂

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