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For any information that would not necessarily be part of the SmartAdvocate case file, but which might vary between different documents created from that template (e.g. the type of document being served in a template of an affidavit of service), you can use a post-generation prompt. Click the Prompt icon in the Insert section of the top tool bar to create a prompt, then replace "Message Text" with a description of the information you want to insert at that point. After the document is generated, Word or Excel will prompt you with the description you used and a text input field that you will fill in with the text you wish to insert at that point. (You can also replace "Default Value" with any text you want to be in the input field by default; if you choose not to, the input field will simply be blank by default.)
You can also include the current date and/or time by selecting Date and Time from the Insert section of the top tool bar. Doing so will bring up a list of possible formats to insert. Select the one you wish to include in the template, then click Insert Selected Date. Click the red X in the upper right corner of the list to close it.
When you have made all the text substitutions you need, click Save As in the Template section of the top tool bar. 
(NOTE: Only use the Save As button within the SmartAdvocate tab to save a template. Using the standard Save button in Word will save what you are working on as a document in Word, rather than a template in SmartAdvocate.)
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