Add a rich style document to your App

SKIP AHEAD TO 
How to add rich style documents into your App
Customise your Report File Name
Where can users download the generated documents?

 

How to add rich style documents into your App

Rich style documents can be used through the DOC GEN block in the App Studio.
Rich_Style_Document_Section_V2_2020-11-12_01-51-11.png

To upload your Word Document template: 

  1. Click on your Doc-Gen block
  2. Check the box Use docx template
  3. Upload the completed rich style document in a .docx fileformat
  4. Select the output format of the document .docx or .pdf format.

Rich_Style_Document_Section_V2_2020-11-12_01-51-39.png

 

Customise your Report File Name 

  1. In Studio, click onto your ‘Doc Gen’ block.
  2. On the right panel under ‘Settings’, enter the Report file name you want the document to be generated with.

Note: We currently only support static text and variables including textnumberdate and meta variables from FORM, TABLE and COMP Table blocks. 

Rich_Style_Document_Section_V2_2020-11-12_01-52-14.png

 

Where can users download the generated documents?

Once a DOC GEN block has been dragged into the App Studio and a completed rich style document has been uploaded, you can attach it into automatic emails and/or allow users to download the document at the END block page.

 

Related Articles: