Uploading/Creating a DOCX
If you are using a DOCX file as the template (you uploaded a DOCX file), then you will want to use the same formatting for the fields as you do in our Builder ( {$Fieldname}, {$AnotherField}, etc).
Make sure to use unique names for each field name. Do not use numbers on their own (eg '123') or include spaces, punctuation, special characters, or hyphens in the field names to ensure an easy integration process.
For the most optimized document building experience in our product, we would highly recommend checking out our builder. A guide to building your first doc in that builder can be found here or you can continue reading if you prefer to build and upload a DOCX file.
Updating your DOCX
If you need to make changes to your uploaded DOCX file, simply edit the file on your computer then re-upload it to Formstack Documents. At this time, you cannot modify a DOCX file from inside Formstack Documents.
To get started, simply login and create a new document! If you are uploading a document, please make sure you are using a file with .docx extension.
Table Row Loops
If you're generating an invoice, you're probably looking to create a table that loops through each of the line items and prints them on a new row in the table. No problem! We've added a new "tablerow" tag that you can use and it tells our system to treat the table row as a loop. The tag works exactly like a "foreach" loop, so all you need to do is use "tablerow" instead of "foreach" and we'll handle the rest.
Here's an example:
The data that you send through to a table row loop needs to be an array (ie and array of products) that can be easily looped through. The part after the dot in the variable name is the individual property for that element in the array.
Spacing Issues
If you are experiencing issues with missing spaces in your merged documents, we've got a fix for you. Inside Word, open up your template, then go to File > Options, then click on the Trust Center, and click the Trust Center Settings button.
In the Trust Center Settings, click the Privacy Options item on the left, then on the screen, you'll want to uncheck the option that says "Store random numbers to improve Combine accuracy".
Go ahead and save those settings, save your template, then upload to Formstack Documents for next steps.
Please note that if you need to make any additional edits to your Docx file, Formstack offers an editor that can be used after your file has been uploaded. For more information, check out this article.
FAQ:
Q: What are the supported export formats for a DOCX document that has been uploaded to Formstack Documents?
A: For docx we can output to: docx, pdf and jpg. For xlsx we can output to: xlsx and pdf. For pptx we can output to: pptx, ppsx, pdf and jpg. The option to choose the output type can be found under the settings tab of your document after it's been uploaded.