Difference between revisions of "Tutorial/Word documents from templates"

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old>Admin
old>Admin
Line 3: Line 3:
# [Solution] > "Advanced" > Template: "Add"
# [Solution] > "Advanced" > Template: "Add"
#* Set content type to "MS Word" or "PDF"
#* Set content type to "MS Word" or "PDF"
#* Copy template tags from popup window ("Office tags")
#* Copy template tags: "Template field tokens" > "Office"
# Prepare file on local PC
# Prepare file on local PC
#* Copy placeholder tags from backend
#* Copy placeholder tags from backend

Revision as of 12:03, 21 November 2013

Checklist

  1. [Solution] > "Advanced" > Template: "Add"
    • Set content type to "MS Word" or "PDF"
    • Copy template tags: "Template field tokens" > "Office"
  2. Prepare file on local PC
    • Copy placeholder tags from backend
    • Save in safe location so you dont need to download when updating later
  3. [Solution] > "Advanced" > Template: [new template]
    • Upload file
  4. If solution has more than 1 export template
    • Check that solution has [Solution] > "Advanced" >"Template selector" enabled