Insert a Service Blueprint in a Word document

Learning Outcomes

After completing this unit, you will be able to:

1. Add a Service Blueprint to a Word Document – Windows Version
2. Add a Service Blueprint to a Word Document – Mac Version

Once a Service Blueprint has been created, you are able to export it outside of traCXio and add it to a Word document to share across your organisation.

Windows Version

1.  In the traCXio app, select Service Blueprints on the top horizontal menu. 
   
   
2. Select the Service Blueprint you wish to insert in a Word Document.
   
   
3. Select the three-dot menu on the top right-hand corner of the SBP.
   
   
4. From the drop-down menu, select Export. Your newly exported file should be your default Downloads folder.
   
   
5. Open the Word Document to which you wish to add your SBP.
    
   
   • On the top left-hand corner of the Word document, Select Insert.
   • From the horizontal menu, Select Pictures.
   • From the drop-down menu, Select “Insert Picture from This device…”.
     
     
6. A new window of your Documents will appear:
   
   
   1. On the left-hand corner menu, Select Downloads.
   2. Select the file from the selection of options.
   3. To confirm, Select Insert at the bottom of the screen.  

Your action is successful when you are brought back to your Word document and the SBP appears on the page. 

Mac Version

1. In the traCXio app, select Service Blueprints on the top horizontal menu.
   
   
2. Select the Service Blueprint you wish to insert in a Word Document.
   
   
3. Select the three-dot menu on the top right-hand corner of the SBP.
   
   
4. From the drop-down menu, select Export. Your newly exported file should be your default Downloads folder.
   
   
5. Open the Word Document to which you wish to add your SBP.
   
   
   • On the top left-hand corner of the Word document, Select Insert.
   • From the horizontal menu, Select Pictures.
   • From the drop-down menu, Select “Picture from File…”.
     
     
6. A new window of your Documents will appear:
   
   
   • On the left-hand corner menu, Select Downloads.
   • Select the file from the selection of options.
   • To confirm, Select Insert at the bottom right of the screen.
     
     
7. Your action is successful when you a brought back to your Word document and the SBP appears on the page.