Users can create Word-based document templates — such as transmittals and invoices — that contain Jinja code. When a user generates a document from one of these templates, Docwize populates the Jinja fields with document metadata, producing a completed PDF. The Jinja syntax available for building templates is accessible via the floating toolbar.
Users with access to the New module. Word templates are managed from New > Manage Document Templates.
Manage Document Templates
| Control | Description |
|---|
| Search templates | Filters the template list by name. |
| Project | Filters the template list by project. |
| Document Type | Filters the template list by document type. |
| Reset filters | Clears all active filters. Appears when at least one filter is applied. |
| Show Deleted | Toggle. Shows deleted templates in the list when enabled. |
| Refresh | Refreshes the template list. |
| + | Opens the Generate New Document Template wizard. |
| Drag and drop zone | Drag a Word file here, or click, to create a new template directly. |
| Template name | The name of the template. The Template ID and Doc ID are shown below the name. |
| Document type | The document type assigned to the template. |
| Project | The project assigned to the template. |
| Preview (book icon) | Opens a preview of the template. |
| Edit (pencil icon) | Opens the template for editing in Office Online. |
| Document details (information icon) | Opens the template's Document Details. |
| Delete (trash icon) | Deletes the template. |
| Close | Closes the dialog. |
Generate New Document Template wizard
Clicking + opens the Generate New Document Template wizard, which has three steps.
| Field | Description |
|---|
| Template Name | The name for the template. |
| Project | Associates the template with a project. |
| Document Type | Associates the template with a document type. |
| Select Folder | Selects which folder(s) in Docwize the template applies to. Use Search folders to filter the folder tree. Click + next to a folder to add it to the selection. |
| Next | Advances to Step 2. Enabled once required fields are complete. |
Steps 2–3 — Select Template Source and Generate Template
Step 2 (Select Template Source) asks for the Word file to use as the template. Step 3 (Generate Template) completes the process.
How to upload a Word template
| Step | Description |
|---|
| 1 | Create a Word document containing the relevant content, and insert Jinja code fields from the floating toolbar where dynamic values should appear. |
| 2 | Navigate to New > Manage Document Templates and click +. |
| 3 | In the Generate New Document Template wizard, enter a Template Name and optionally assign a Project, Document Type, and folder. Click Next. |
| 4 | Complete the remaining steps to select the Word file and generate the template. |
How to generate a PDF from a Word template
| Step | Description |
|---|
| 1 | Navigate to the Document Details of the document to generate a PDF from. |
| 2 | Click Generate from Template in the toolbar. |
| 3 | Select the relevant Word template. |
| 4 | Click Generate from Template. Docwize produces a PDF populated with the document's metadata. |
Troubleshooting
| Issue | Detail |
|---|
| Jinja fields not populating | Check that the field references in the Word template exactly match the available Jinja variables. Use the floating toolbar to insert references rather than typing them manually. |
| Template not appearing in the Generate from Template list | Confirm the template has been successfully uploaded and is not deleted. Check the Show Deleted toggle to verify it has not been removed. |
| Edit not available | The template must be in a supported format (Word). |
| Template associated with wrong project or document type | Use the Edit (pencil icon) on the template to update its metadata. |
- Floating toolbar — Jinja syntax reference for building template fields
- Custom Fields — custom field data available as Jinja variables in templates