JungleDocs | Configure Word document merging (Small Parts)

JungleDocs is able to merge multiple smaller documents into a template. To achieve this you will need to create a library to store the smaller documents that your documents will be build from. We call these smaller documents: Small Parts. You will also need to configure the main document template accordingly. In this tutorial you will learn, throughout three parts, how to do this.

1. Creating a Small Parts library
2. Configuring JungleDocs rule
3. Configuring document templates

Rather learn by watching? At the bottom of this page you will also find a video tutorial.

1. Creating a Small Parts library

There are no specific requirements for this library. However, we strongly advise distributing your smaller documents across folders in the library. You can choose what folders to include in the document template configuration, so that once you run JungleDocs, unnecessary folders will not be shown.

  1. To configure the Small Parts library, first create the library. To start, click Settings.

  2. You are now going to add an App. Select Document Library to continue.

  3. Enter the name and click OK. Now you will have to create folders that will represent groups of items in the library.

2. Configuring JungleDocs rule

All you need to do at this point is specify the Small Parts library location in a new or already existing rule.

  1. To do this run JungleDocs at the source library. Now select the rule that will be used for document merging. In this example it is the "Proposal" rule. Now proceed to edit it.

  2. Continue by opening the base rule.

  3. Under the "Small parts library location" click "Browse" and select your Small Parts library.

  4. Save the settings. Now JungleDocs will indicate that the rule has a Small Parts library assigned to it:

    Now we can move on to the template configuration.

3. Configuring document template

  1. To configure the template, select the rule you previously edited and open the sample document. You can now start editing the template.

  2. In the sample document you will notice special content controls for the folders from your Small Parts library.

  3. When you place these content controls in the template, they can be replaced by content of the document(s) from the folder they represent in the Small Parts library.

    Note: For the best merging result. We recommend placing every Small Parts content control on a separate page.  Leave only those content controls that are relevant to the final document.

  4. To select the Small Parts you need in the document, run JungleDocs, and then run the rule with the Small Parts.

  5. Now you will be able to select the Small Parts that you want merged into the template.

  6. To use the newly configured rule you can simply check the boxes you need and click OK. Using the Small Parts selected by you, JungleDocs will create your document for you.

Video tutorial

This video demonstrates the configuration required to merge documents in SharePoint using JungleDocs.

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