This video is about inserting template fields into Word DOCs. It is the 3rd video in a series about making templates. We have seen that a form’s output PDF, like you see on this tablet, is based on its template’s Word DOC. However, we also need to have data in it, like names and dates etc. We have to somehow indicate where in the DOC to put data that the template gets from users. We do that by inserting merge fields from the template into the Word document. There are 2 ways to do that, you can: use Word’s Mail merge functionality Or use the ape Word Add-in The ape Word Add-in is easy to learn and use, and faster to work with, so we recommend it. You can see it here in Word. You can get the Add-in installer through the Web App menu option Admin Help => Templates => ape Word Add-in or go to the support portal support.apemobile.com The Add-in requires Word version 2010 or higher, running on Windows. If you have an older version of Word then we recommend you upgrade. If your computer has a different operating system then you’ll need to either use a Windows emulator (like Parallels on Macs) or use Word’s Mail Merge functionality instead. The Support Portal has steps for using Word’s Mail Merge functionality, and the Add-in page has instructions I will use the Add-in to complete the 1st tutorial In Word click Insert, then ape Template Fields Log into your server and then select a template The Add-in shows the template’s sections and fields. You can drag fields from the Add-in to the location you want them to appear in the DOC. The project control contains 3 fields that give you the Project Name, and Number and Address. I’ll quickly insert the rest of the fields. If you update the template on your server then you can click refresh at the bottom of the Add-in to make it re-read from your server. You can change the formatting of merge fields, For example, to remove bold for this merge field. That completes my Word Document.
For administrators. This video explains about inserting fields into Word documents, and shows how to do that using the Word Add-in for the simple example exercise.
At the end of the video, the next video will start playing automatically.
To see a list of all training videos, click Playlist in the video's top left corner.
UPDATE: After this video was made, we added to the Add-in the ability to:
- Preview, to see how the DOCX will look when made into a PDF (with sample values).
- Access the fields of actions that are connected to question fields.
- Automatically create a section in the DOCX from a section in the template.
For details of the new functionality, click the hyperlinks in the points above.