Word Templates (generate for PDF)
Docwize users can create Word-based templates for documents like transmittals and invoices that include Jinja code. When templated versions are generated, specific fields of information will populate the document as prescribed by the Jinja code fields. The Jinja code that users can select from for creating the templates is located in the floating toolbar.
Floating Toolbar
'Generate New Document' Template
Word template documents are generated by first uploading them into Docwize via the ‘New Document Template’ button, located in the ‘New’ module.
'New Document Template' button
'Generate New Document Template' dialog
| Field | Description |
|---|---|
| Template Name | Input the document template’s name. |
| Project | Optional: if applicable, link it to a specific project. |
| Document Type | Select the type of document template it is (Eg. RFI, Transmittal). |
There are two options for generating a template:
- Upload a file
- Enter the document number of a document that already exists in Docwize
How to Create and Upload a Jinja Template Document
| Step | Description |
|---|---|
| 1 | Create a word document with the relevant fields. |
| 2 | Select and insert the relevant Jinja code lines that pertain to the document. |
| 3 | Upload the document into Docwize via New – New Document Template. Follow the prompts. |
How to Generate a PDF from a Word Template with Jinja Code
Once a template document has been uploaded into Docwize, a user can generate a PDF version of it populated with specific information by following these steps:
| Step | Description |
|---|---|
| 1 | Navigate to the Document Details of the document you wish to generate a PDF version from. |
| 2 | Click on the ‘Generate from Template’ button in the horizontal toolbar. |
| 3 | Select the relevant Word doc template. |
| 4 | Click on ‘Generate from Template’. |