Reusable service intake template

How it works

1. Define stable tags

   Create content controls for the request identifier, requester, service, need and outcome. Give each control a readable alias and a stable tag.

2. Save the blank template

   Write template.docx before filling values so the reusable document remains available as a separate download.

3. Populate a request

   Reload the template, find each control by tag and replace its text. Save example.docx as the completed request.

This is the complete example file used to generate the download. The walkthrough runner creates the output directory and produces the additional previews.

using OfficeIMO.Word;

namespace OfficeIMO.Examples.Showcase.Workflows;

/// <summary>Saves a reusable tagged DOCX template, then fills a separate request from structured values.</summary>
internal static class ServiceIntake {
    internal static void Create(string folder) {
        string templatePath = Path.Combine(folder, "template.docx");
        using (WordDocument template = WordDocument.Create(templatePath)) {
            template.Settings.FontFamily = "Carlito";
            template.Settings.FontSize = 11;
            template.AddParagraph("Service request").Style = WordParagraphStyles.Heading1;
            template.AddParagraph("NORTHWIND / INTAKE / EDITABLE TEMPLATE");
            AddField("Request identifier", "request-id");
            AddField("Requested by", "requester");
            AddField("Service", "service");
            AddField("Business need", "need");
            AddField("Required outcome", "outcome");
            template.AddParagraph("Triage guidance").Style = WordParagraphStyles.Heading2;
            template.AddParagraph("Confirm the owner, clarify acceptance criteria and agree the next update before scheduling work.");
            foreach (var paragraph in template.Paragraphs) {
                paragraph.FontFamily = "Carlito";
                paragraph.FontSize = paragraph.Style == WordParagraphStyles.Heading1 ? 26 : paragraph.Style == WordParagraphStyles.Heading2 ? 15 : 11;
                paragraph.LineSpacingAfterPoints = 8;
            }
            template.Save();

            void AddField(string label, string tag) {
                template.AddParagraph(label).Bold = true;
                template.AddStructuredDocumentTag("Enter " + label.ToLowerInvariant(), alias: label, tag: tag);
            }
        }
        using WordDocument request = WordDocument.Load(templatePath);
        var values = new Dictionary<string, string> {
            ["request-id"] = "SR-2048",
            ["requester"] = "Maya Ellis / Customer Operations",
            ["service"] = "Request portal",
            ["need"] = "The support team needs a weekly view of requests waiting for customer input.",
            ["outcome"] = "A report shows the owner, age and next action for each waiting request."
        };
        foreach (var value in values) {
            var control = request.GetStructuredDocumentTagByTag(value.Key)
                ?? throw new InvalidOperationException("Missing template field: " + value.Key);
            control.Text = value.Value;
        }
        request.Save(Path.Combine(folder, "example.docx"));
    }
}

Run it from the source checkout

Clone the OfficeIMO repository and run this command from its root with the .NET 10 SDK. The first run restores the example project's dependencies.

dotnet run --project OfficeIMO.Examples -f net10.0 -- --showcase-workflows --showcase-example word-service-intake

The files are written to OfficeIMO.Examples/bin/Debug/net10.0/Documents/Workflows/word-service-intake/. To use the example in your application, start with the Word guide and its package setup.

Continue with another example

• WordProject charter
• WordEmployee onboarding checklist