April 23rd, 2026
Improved
Flow

Going live tomorrow, April 24rd, 2026
Admins can now upload a Word template (.docx) in Admin → Board Word Template that every standard board Word export will use. Cover pages, headers, footers and styles from your template are preserved — the board's table is inserted where you place a board_table paragraph.
merge fields should be surrounded by double “{{}}”
Optional merge fields: board_name and generated_name are replaced anywhere they appear (including headers/footers).
Example template:
juristic-board-template.docx
22.3 KB• Document
You can also map a named style and fill/text colors to the table's header, task group and task rows, so the output matches your firm's look without manual cleanup after export.