Creating Word Document Templates

The word document template might contain the basic text that is the same in all of the generated documents. It may contain a letterhead, text, and entity-sourced dynamic data that vary from one generated document to another.

To invoke entity fields within the Word Document, use Merge Fields. The Document_Generator connector will merge entity-sourced dynamic data into the output documents (doc, docx, pdf).

Prerequisite

• Before creating templates, you need to define the request entity from which the Document_Generator connector will merge entity-sourced dynamic data. If you have fields of type Entity or Entity List, you need to define the referenced entities as well.

When invoking entity fields within the Word template, follow these rules:

1. Add a MergeField to specify the request entity (selected on the Druid connector) using the tag TableStart:. Use the following syntax: TableStart:[[EntityName]].
2. Add MergeFields to include entity fields (flat information). When adding a merge field, provide the name of the entity field.
3. If you also want to include entity fields of type Entity, you need to include the TableStart and TableEnd tags specifying the name of the field of type Entity. Between the tags, you can add Merge Fields for as many fields you want to include from the referenced entity. For each merged field, provide the name of the field from the referenced entity.

You can also use merge fields in tables, which return a collection of records. For more information, see Getting Records From a Collection (table)

4. Add a MergeField to specify end tag TableEnd: using the syntax: TableEnd:[[EntityName]].

Below is a complex merge fields scheme to use within word templates:

Example: