JungleDocs for Office 365 | Getting started 3-step guide

You are about to give a definite boost to your Office 365 and the ease with which reports, contracts and presentations are created. However, before you start automating document creation you will have to follow a few quick steps to get JungleDocs 365 ready for use.


Step 1 - Installing JungleDocs 365

1. Downloading the app
You can download JungleDocs 365 from AppSource, Microsoft's app store  right here.

For a detailed step-by-step guide on the installation process click here.

2. Adding the app to your site
Now that you have installed JungleDocs 365 you will need to add the app to the SharePoint site you will be using it from. You do this by finding the JungleDocs 365 app under "Apps you can add" and clicking it. Accept the app's permission request and you are done.

For a detailed step-by-step guide to adding the app to your SharePoint site click here.

Step 2 - Opening JungleDocs 365

Now that you have added the JungleDocs 365 app you can start creating documents. Open the app from a library in which you want to start creating documents and get started! 

For a detailed step-by-step guide on the different ways to open the app click here.

Step 3 - Configuring rules and templates

Once you have installed and added the app, you can start configuring JungleDocs rules and templates. These are necessary steps to fully utilize the features JungleDocs for Office 365 has to offer.

1. JungleDocs rules
The main element of JungleDocs is the  JungleDocs Rule. By executing a JungleDocs Rule you can create, copy and upload documents and items. Rules also allow you to preset metadata, export SharePoint items to Word and generate custom reports. 

When starting you need to decide what you want to achieve with your rule. Do you want to use multiple items/documents to create multiple items/documents (use the  New & From Existing rule) or do you want to use multiple items to create one document (use the Report rule).

For a detailed step-by-step guide on JungleDocs rules click here.

2. Templates
lates form the foundation for the documents you create using JungleDocs 365. They consist of both static and dynamic content. This means that the templates contain some content that is always there (such as your logo and address details), and some reserved spaces (content controls) that can later be filled with content from SharePoint.

JungleDocs 365 populates these reserved spaces with content from your SharePoint environment and other documents through the use of content controls / placeholders. These are added to the reserved spaces in the template file.

For a detailed step-by-step guide on how to configure Excel, Powerpoint and Word templates click here


Additional tips

To get the most out of JungleDocs we have created a number of articles that will introduce you to the different features of the app. Read more about JungleDocs Basics here. Need advice on the best practices for managing your SharePoint Documents? Read our blog series.

All that is left to say now; start automating document creation and enjoy JungleDocs 365! 

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