# Export a Record to Word

Export a record to Word when you need a document from a configured template.

SureCloud merges record data into the mapped template and downloads the file.

### Before you start

* Make sure the record contains the data you need.
* Make sure a Word template is uploaded and mapped.
* Make sure you have permission to download documents.

### Export a record to Word

{% stepper %}
{% step %}

### Open the record

Go to the record you want to export.
{% endstep %}

{% step %}

### Select **Export to Word**

Open the three-dot menu in the top-right corner.

Select **Export to Word**.

<figure><img src="/files/pItSo46inChC044pQ5Rv" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Wait for the document

SureCloud generates the document using the mapped template.

This can take a few moments for larger documents.
{% endstep %}

{% step %}

### Save and review the file

Save or open the downloaded file from your browser.

Check that the document content is correct.
{% endstep %}
{% endstepper %}

### Troubleshooting

#### **Export to Word** is missing

* Check that a Word template is configured for the record with an administrator or [support](mailto:success@surecloud.com).

#### The document contains incorrect data

* Check that the record fields are populated correctly.
* Ask your administrator to review the template mapping.

#### The file does not open

* Make sure you have Microsoft Word or a compatible app installed.
* Check your browser downloads to find the file.


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://surecloud.gitbook.io/surecloud-docs/documentation/using-the-platform/records/export-a-record-to-word.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
