To Generate:
Go to Setup > Click the Document Template tab on the left-hand side > Click Add under Matter.
In the Document Template window, type in the name of the template, choose a category for what this template is, and if necessary you can type in a description for the template.
Next, click Choose File
Locate the file on your computer and click Open
When ready, click Upload
You will then see the document template added to the document template section > Contact tab.
Next, go to Contacts > click Address book section > Select click Action > Click Generate Document
In the Generate Document window:
Category: Choose a category for the document template
Document Template: Choose a document Template from the drop-down.
Generate As: The document template will be exported as a MS Word Document.
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When ready, Click Generate
The document template will save in your downloads in the browser, or will automatically open up in MS Word.