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Detailed workflow guide

Create and edit templates

Template creation and editing helps teachers prepare reusable DOCX files with clear required fields, sample preview, and local ownership.

Open the New template dialog screenshot

Teacher goal

How do I make reusable DOCX templates without exposing technical fields?

Use this guide when this is the task in front of you. Stop if the selected class, learner, role, school year, file, or output does not match.

In-app path

  1. Templates
  2. New template or selected template

Get ready

Check the starting point

These are the minimum conditions for the workflow to make sense.

Before you start

Estimated time: About 5–10 minutes

  • A teacher-owned DOCX purpose and working file
  • The fields the template genuinely needs
  • A local folder for the saved editable template

You should see

Templates lists the saved teacher-owned DOCX with its name, use case, fields, and local file actions.

Steps

Complete the task in order

Review choice points, save or preview behavior, and any stop condition before continuing.

  1. New template dialog with Choose DOCX and Starter documents choices, local-file privacy guidance, document name, use case, and template note fields.View full size
    Captured July 10, 2026.

    Step 1

    Start from Templates

    Open Templates and choose an existing sample, a copied template, or a new local DOCX template when the app supports it.

  2. 2

    Step 2

    Name the teacher-facing purpose

    Use a clear template name and description so the teacher knows when to use it.

  3. Template Field library showing teacher-friendly field names, descriptions, sample values, accurate template field names, and Copy actions.View full size
    Teacher-friendly names come first; the exact template field remains visible for accurate DOCX editing. Captured July 10, 2026.

    Step 3

    Add required fields carefully

    Use the field library to find teacher, school, class, learner, date, subject, or other details. Copy only the fields the document needs and keep the teacher-facing purpose clear.

  4. Rendered sample Learner Progress Note showing filled learner, guardian, support, next-step, and prepared-by fields in the actual document layout.View full size
    Inspect the rendered page itself, not only the preview-ready label, before using real class or learner data. Captured July 10, 2026.

    Step 4

    Preview with sample data

    Use sample preview to check layout before real class or learner data is involved.

  5. 5

    Step 5

    Save and back up

    Save the reusable template locally and include it in workspace backups before major edits.

Review

Check these before relying on the work

These checks cover saved, previewed, generated, and teacher-review states.

  • DOCX opens correctly

    The template should open and preview without broken layout or missing required fields.

  • Required fields are understandable

    Field prompts should use teacher-readable labels, not technical names.

  • Sample preview works

    Sample preview should work before real data preview or generation.

  • Backup exists

    Back up templates before replacing or heavily editing reusable files.

Blocked states and recovery

Fix the blocker before continuing

Use the direct recovery action when GuroAssist is waiting for setup, data, access, policy, or file readiness.

  • Unsupported file type

    Use a supported local DOCX template.

    After recovery: The required template is selected, readable, and shown as ready for this task.

    Review generated-file help

  • Required fields missing

    Add the details the template needs before real data preview or generation.

    After recovery: The required template is selected, readable, and shown as ready for this task.

    Review generated-file help

  • Template cannot be read

    Open or restore the local DOCX before editing again.

    After recovery: The required template is selected, readable, and shown as ready for this task.

    Open backup and restore help

  • Unsaved changes remain

    Save or discard edits before switching templates.

    After recovery: The required template is selected, readable, and shown as ready for this task.

    Review generated-file help

Safety note

Reusable DOCX templates are local teacher-owned files. Template guides should explain required fields in teacher language and avoid exposing technical field names.

Finish

Verify the result

Do not treat a saved screen or generated filename as proof that the work is ready.

You’re done when

Templates lists the saved teacher-owned DOCX with its name, use case, fields, and local file actions.

Guide details

Guide verification

Use these details to confirm that this guide matches the GuroAssist version and school year you are using.

Verification
Verified with GuroAssist 1.0.0.0
Last reviewed
July 11, 2026
Screenshots
Captured July 10, 2026
Applies to
2026–2027

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Related guides

Continue only where it helps

Use Templates

Why does a template need class or learner choices?

Preview real data and generate from templates

When should I use sample preview, real-data preview, or generate for class?

Back up or restore local work

Protect local records before reinstalling, restoring, or moving laptops.