# Advanced

Use this section for advanced workflow design and data handling tasks.

These topics are best suited to designers who already understand workflows, attributes, views, and workflow logic.

### What is in this section

Use these pages for advanced configuration:

* [Calculations](/surecloud-docs/documentation/designer-hub/advanced/calculations.md) to create formulas from record data
* [Setting Up Word Templates](/surecloud-docs/documentation/designer-hub/advanced/setting-up-word-templates.md) to generate documents from mapped record fields

{% hint style="warning" %}
Word template setup with XML mappings works only in **Microsoft Word on Windows**.

It is not supported in Word for Mac.
{% endhint %}

### When to use advanced features

Use **Calculations** when you need to:

* derive values from other attributes
* calculate risk or scoring outputs
* compare dates or statuses
* summarise linked record data

Use **Word Templates** when you need to:

* generate reports from record data
* produce contracts, letters, or assessments
* keep document output consistent across records

### Before you start

Make sure the workflow structure is already in place.

That usually means:

* the required attributes already exist
* linked workflows are configured if needed
* the data you want to use is available on the record

### Related tasks

You may also need:

* [Attributes](/surecloud-docs/documentation/designer-hub/workflow-design/attributes.md)
* [Linked Entities](/surecloud-docs/documentation/designer-hub/workflow-design/linked-entities.md)
* [Views](/surecloud-docs/documentation/designer-hub/workflow-design/views.md)
* [Workflow Logic](/surecloud-docs/documentation/designer-hub/workflow-logic.md)


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