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.
Note: 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
- In Studio, click onto a “Doc Gen” block.
- On the right panel, check the ‘Use docx template’ checkbox and copy the “Unique App Code” to your clipboard
- 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. - Select the report file name you are referring to using the drop-down menu
- 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.
- You will also notice that you can insert Rule Tags from the second drop-down menu
Learn how to insert tags in the Checkbox Word Add-In next
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