---
title: Smart Word DOC Templates (webinar)
description: "Use Smart Word Doc Templates to bring client data from YouthCenter into a formatted Word document. Users still fill out form responses in YouthCenter so data fields are reportable without sacrificing your original document's formatting. This webinar is a live…"
url: "https://docs.youthcenter.net/docs/smart-word-doc-templates-webinar/"
updated: "2026-07-17"
category: Administration
tags:
  - "Admin: Form Builder"
  - Administration
  - Form Builder Responses
---

# Smart Word DOC Templates (webinar)

Use Smart Word Doc Templates to bring client data from YouthCenter into a formatted Word document. Users still fill out form responses in YouthCenter so data fields are reportable without sacrificing your original document's formatting.

This webinar is a live demonstration of a document being built into our Custom Forms system. Here are some related resources:

- Detailed breakdown of the Smart Word Doc process and resources: **[Export to Word: Smart Word DOC Templates](https://docs.youthcenter.net/docs/export-to-word/)**
- Overview of the Custom Form Builder for beginners: **[Custom Form webinar](https://docs.youthcenter.net/docs/using-custom-form-system/)**

[https://www.youtube.com/embed/PbQllmdkeGs?enablejsapi=1](https://www.youtube.com/embed/PbQllmdkeGs?enablejsapi=1)

See the timestamps to jump to specific topics:

### **Introduction & Overview**

- **Introduction -**[00:07](javascript:void(0))
- **What is a Smart Word Doc Template? -**[01:34](javascript:void(0))
- **Starting in Custom Forms -**[03:12](javascript:void(0))
- **Best practices (using split screen) -**[05:15](javascript:void(0))
- **Overview of Word Doc form what should be a token -**[06:10](javascript:void(0))

### **Starting out with Tokens**

- **Example of a Base Token tied to client information (Client Name) -**[07:14](javascript:void(0))
- **Example of building Fillable Tokens (specific to form) -**[10:47](javascript:void(0))
- **Example of building a Reference Widget tied to an object (Court Case) -**[12:46](javascript:void(0))
- **Using multiple Widgets for multiple objects -**[15:07](javascript:void(0))
- **Using a token from the Reference Widget (Case Number) -**[15:57](javascript:void(0))

### **Adding to the Smart Word Doc Template**

- **Adding tokens into the Word Doc -**[07:14](javascript:void(0))
- **Formatting with Tokens -**[08:52](javascript:void(0))

### **Building out the Custom Form**

- **Adding Form Parts using the Form Builder -**[11:20](javascript:void(0))
- **Adding a Part Name to label Fillable Tokens -**[11:56](javascript:void(0))

### **Creating Fillable Tokens in the Form Builder**

- **Short Text Input -**[17:03](javascript:void(0))
- **Multiple Choice Input -**[18:12](javascript:void(0))
- **Date Input -**[19:37](javascript:void(0))
- **Electronic Signature -**[20:40](javascript:void(0))

### **Finishing the Smart Word Doc Template**

- **Pasting the Fillable Tokens into the Smart Doc -**[21:15](javascript:void(0))
- **Formatting with Multiple Choice Checkboxes -**[22:17](javascript:void(0))
- **Saving the finished Smart Word Doc Template -**[24:27](javascript:void(0))

### **Testing and Exporting to Word**

- **Reviewing available Tokens -**[25:07](javascript:void(0))
- **Submitting a Response to the new Form -**[25:47](javascript:void(0))
- **Viewing the Response in YouthCenter and Exporting to Word -**[27:13](javascript:void(0))
- **Viewing the exported Word Doc -**[27:51](javascript:void(0))
- **Downloading a PDF vs. Export to Word -**[31:06](javascript:void(0))

### **Building with AI**

- **Submitting prompt to create Smart Doc template -**[38:34](javascript:void(0))
- **Resulting template (after checking on work and iterating on prompt!) -**[44:28](javascript:void(0))

See our **[Export to Word: Smart Word Doc](https://docs.youthcenter.net/docs/export-to-word/#18-toc-title)** article for AI resources that are mentioned in this webinar.

**Note:**

- Safety First - never give AI access to PII (Personally Identifiable Information)
- Refine Instructions - iterate on your prompts to get the best results
- Human in the Loop - always check the work!

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