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Connect Your App from the Checkbox Word Add-In

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Support Manager

 

To connect your App to your Checkbox Word Add-In you must first retrieve the Unique App Code that will retrieve and load all variables from your App into your Microsoft Word. 

Notes:

  • To utilise the Checkbox Word Add-in, the Word document must be in .docx format
  • The following steps will assume that you have already added the Checkbox Word Add-In in your Word app. Get the Checkbox Word Add-In here.

 

How to connect your App to the Checkbox Word Add-In

  1. In Studio, click onto a “Doc Gen” block.

  2. On the right panel, check the ‘Use docx template’ checkbox and copy the “Unique App Code” to your clipboard

    Release_V1.17_Comms___Wiki_-_Google_Docs_2020-07-09_21-24-25.png


  3. If you are using the Checkbox Word Add-In for the first time, click the “Enter Unique App Code” button and paste the Unique App Code into the Checkbox Word Add-In on Word and click “Connect”.

    If you are a returning user of the Checkbox Word Add-In, go to the “Settings” tab to paste the Unique App Code OR Switch App to paste a new Unique App Code for another App.


    Release_V1.17_Comms___Wiki_-_Google_Docs_2020-07-09_23-58-43.png

  4. Select the report file name you are referring to using the drop-down menu

    Release_V1.17_Comms___Wiki_-_Google_Docs_2020-07-09_23-57-26.png


  5. Once the App is connected, go to the “Insert Tags” tab and you will notice that all variables from your app have been retrieved in the first drop-down menu.

    Release_V1.17_Comms___Wiki_-_Google_Docs_2020-07-09_23-57-43.png


  6. You will also notice that you can insert Rule Tags from the second drop-down menu

    Release_V1.17_Comms___Wiki_-_Google_Docs_2020-07-09_23-59-26.png


    Learn how to insert tags in the Checkbox Word Add-In next

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