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 ‘Manage Document Templates’ button, located in the ‘New’ module.
'Manage Document Templates' button
'Manage Document Templates' dialog
| Field | Description |
|---|---|
| Search templates | Input the document template’s name for searching. |
| Project | Enables users to filter search by project. |
| Document Type | Enables users to filter search by document type. |
| Refresh | Refreshes the page |
| + | Opens the Generate Document Template dialog. |
| File upload Section | Enables users to 'drag-and'drop' or click and select a file to begin a new template creation. |
| Template Name | Lists the names of existing templates. |
 | Enables users to preview the relevant template in a new window. |
 | Enables users to access the template for editing in Office Online. |
 | Directs the users to the relevant template's Document Details dialog. |
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 – Manage Document Templates. There are two options for initiating the generation of a template: 1. Upload a file via 'drag-and-drop' or click and select, or 2. Click on the "+" sign and follow the prompts. Follow the prompts. |
| 4 | 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’. |