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Templates & tokens

Add tokens to your branded Word file, bind them to D365, fix unbound ones.

How tokens work — basics, lookups, multi-hop, format hints
Tokens are {{column}} placeholders in your branded Word file. Templ8r reads bound Dataverse fields at generate-time and splices values back in. Supports lookups, multi-hop chains, repeating rows, format hints, and conditionals.
Updated 2026-05-09