JungleDocs 365 | Configuring Word templates
In this tutorial for JungleDocs 365 you will learn:
- What document templates are
- How to configure templates
- How to add templates to JungleDocs rules
What are document templates?
Document templates form the foundation for the documents you create using JungleDocs 365. Document templates are only partly filled with content, with some spaces left blank. You use JungleDocs 365 to fill the blank spaces in your templates with data from your SharePoint and other documents.
Things to know about document templates:
- They are assigned to rules
- They form the foundation for the documents you create using JungleDocs 365
- They can be either Word, Excel or PowerPoint files
- They can contain a lot or very little information
- They contain content controls
How to configure a document template?
JungleDocs needs to know where to place the data from your SharePoint on your document template. To let JungleDocs fill documents correctly, you will add placeholders to the template.
Content control example
'Dear [First name]' - When running the JungleDocs rule [First name] will be replaced by the name of the person you have selected in your SharePoint.
How to add Content Controls to a template
- Open your Word template (docx) in Microsoft Word.
- Turn on the Developer ribbon in Word.
File -> Options -> Customize Ribbon -> Check “Developer” -> OK.
- Insert a Content Control into your document template. There are three types of content controls to choose from.
Plain Text Content Control
Can only contain plain text. You can't select specific formatting for this content control; it copies the formatting used around it.
Rich Text Content Control
Can contain custom formatted text or other items, such as tables, pictures, or other content controls.
Picture Content Control
Can be filled with a single picture
- Once you have placed the content control. Open the Control Properties.
- Enter the Tag field value. The tag field is used to specify a formula for JungleDocs (field name, lookup field name, formula or JungleDocs function).
For example, enter [First name] to let JungleDocs enter the first name of the person your business letter is addressed to.
- Enter the rest of the information/extra content controls for your document.
- Save the template and add it to your JungleDocs rule (scroll down to learn how to do this).
- When running the rule you assigned the template to, the generated document would look something like this:
How to add templates to JungleDocs rules?
You can either update a new template to you a rule, or edit the template that is already assigned to it.
Modifying an existing rule
- To modify existing document templates, navigate to the source list/library that you will use to create your documents and reports and launch JungleDocs 365. Now select the rule you want to edit the template for. Click on the drop-down menu arrow and click Edit rule.
- Now select Edit document template. This will prompt the template to open in Word.
Modifying a new rule
1. To modify a template when creating a rule, first start by creating the rule. Then when configuring the rule you can select Custom template to upload a new template, or select Edit template to edit the existing one.