task-mining
latest
false
UiPath logo, featuring letters U and I in white

Task Mining

Last updated Jul 23, 2025

Standard operating procedure (.docx)

To export your trace diagram in a Word document (.docx), in order to document the business process identified for further analysis, optimization and documentation, take the following steps:
  1. Access Download and select Standard operating procedure (.docx) from the menu.
  2. If applicable, select a template from the list of available templates.
  3. Optionally, adapt the image properties to resize the images.
  4. Select Export.
The trace is exported and a Standard operating procedure is downloaded as a Word file (.docx) to your computer.

Setting a template as the default template

By default, the UiPath basic template is used as the Word template for the Standard operating procedure (.docx). If any custom templates are available, you can set a different template as the default template. The Process description document (.docx), and the Standard operating procedure (.docx) use the default template for export.

To set a template as the default template, take the following steps:

  1. Locate the template you want to set as the default template.
  2. Select the menu icon to open the action menu for the template, and select Set as default template.
  3. Select For this project, if you want to use the template as default template for the current project. Select For whole tenant, if you want to set the template as the default template for all projects.

Downloading a template

To download a template, take the following steps:
  1. Locate the template you want to download as a template file.

  2. Select the menu icon to open the action menu for the template, and select Download.

The template file downloads to your computer and a notification message is displayed.

Viewing template metadata

To view template metadata, take the following steps:
  1. Locate the template for which you want to view file information.
  2. Select the menu icon to open the action menu for the template, and select File info. A popup displays, showing the following metadata properties of the template.
    • Author - the name of the template author.
    • Date added - the date at which the template was added.
    • Times used - the number of times the template is used to download a Process description document or Standard operating procedure.
    • Description - a description of the template, if available.
  3. Select Cancel to close the popup.

Uploading a new template

Depending on your role, you can add a template for downloading Process description documents and Standard operating procedures.

To upload a new template, take the following steps:

  1. Select Add Template. The Add template popup is displayed.
    Important:

    Always make sure the structure of the Word template is correct and contains the recommended placeholders. Refer to the official Microsoft documentation on Content Controls and Working with Content Controls for more information on creating templates using content controls.

    Tip: To create a new template and reuse placeholders, you can download the Default Template from Task Mining. Open it, and locate the placeholder you want to use. Copy the entire content control (not just the text inside it), and paste it into your new template to ensure proper functionality.
  2. Select Select file.

  3. Select the file you want to upload as a template from your computer, and select Open.

    An overview of the required placeholders displays, indicating the status for each placeholder.

  4. Make sure the document structure is correct, and select Continue.
  5. Enter a meaningful name for the template in the Template name field, and optionally, a description in the Template description field.
  6. Select Finish. The template is uploaded and added to the list of templates.
  7. If applicable, set the template as default template for the current project.

Recommended placeholders for SOP templates

We recommend you include the following placeholders in the SOP template to ensure that all the data you documented displays properly in the export file:
  • {title}
  • {description}
  • {url}
  • {author}
  • {dateCreated}
  • {total_actions_count}
  • {execution_time}
  • {total_applications_count}
  • {diagram}
  • {actionsTable}

Troubleshooting

An error can occur when uploading a template file. The following table describes common error codes:
Error codeDescriptionPossible solution
TCW0088The .docx file used as a template for exporting the trace exceeds the maximum allowed file size of 5MB. Reduce the file size of the template file. For example:
  • Remove unused content or pages.
  • Compress or remove images.
  • Delete hidden or unused styles and content controls.
TCW0089The .docx file used as a template for exporting the trace is not in a valid .docx file format either due to corruption or an incorrect file format.
  • Ensure the file is an actual Word document (e.g., it’s not a PDF, TXT, or ZIP file that has been renamed to .docx)
  • Make sure the file format is correct and that the file was not damaged during upload, download, or by improper editing
  • Verify the file is not a non-standard .docx file created by third-party tools that do not fully conform to Office Open XML standards.
TCW0090The .docx file used as a template for exporting the trace has an invalid structure. Ensure that the structure of the Word template is correct and include the recommended placeholders to ensure that all the data you documented is displayed properly in the export file.

Managing templates

If you are a Tenant Administrator, a service-level Task Mining Administrator, or Project Administrators, you can manage templates for Process description document downloads.

Setting a template as the default template

By default, the UiPath basic template is used as the Word template for the Process description document (.docx) or Standard operating procedure (.docx). If any custom templates are available, you can set a different template as the default template.
Note: The default template is used to download the Process description document (.docx) and for the Standard operating procedure (.docx).
  1. Locate the template you want to set as the default template.
  2. Select the menu icon to open the action menu for the template and select Set as default template.
  3. Select For this project, if you want to use the template as default template for the current project. Select For whole tenant, if you want to set the template as the default template for all projects.

Downloading a template

  1. Locate the template you want to download as a template file.
  2. Select the menu icon to open the action menu for the template and select Download.
  3. The template file is downloaded to your computer and a notification message is displayed.

Viewing template metadata

  1. Locate the template for which you want to view file information.
  2. Select the menu icon to open the action menu for the template and select File info. A popup is displayed, showing metadata properties of the template.
    • Author - the name of the author of the template.
    • Date added - the date at which the template was added.
    • Times used - the number of times the template is used to download a Process description document or Standard operating procedure.
    • Description - a description of the template, if available.
  3. Select Cancel to close the popup.

Uploading a new template

Depending on your role, you can add a template to be used for downloading Process description documents and Standard operating procedures.
  1. Select Add Template. The Add template popup is displayed.
    Important: Make sure your template file includes placeholders to display all documented data in the exported file.
  2. Select Select file.

  3. Select the file you want to upload as a template from your computer and select Open.

    An overview of the required placeholders is displayed and for each placeholder the status is indicated.

  4. Make sure the document structure is correct, and select Continue.
  5. Enter a meaningful name for the template, and optionally, a description.
  6. Select Finish. The template is uploaded and added to the list of templates.
  7. If applicable, set the template as default template for the current project.

Default SOP template (localized)

The following table provides localized versions of the default SOP template. You can download a template in any supported language, optionally customize it, and use it as a custom template.

Was this page helpful?

Support and Services
Get The Help You Need
UiPath Academy
Learning RPA - Automation Courses
UiPath Forum
UiPath Community Forum
Uipath Logo
Trust and Security
Terms of Use
Privacy Policy
Cookies Policy
© 2005-2025 UiPath. All rights reserved.