Formstack Documents allows users to open and edit their DOCX templates directly within the interface after uploading. This feature provides a single, central location to manage your file without needing to re-upload it every time you make a change.
The first step is to upload your DOCX file when creating a new document and selecting the Upload File option.
You can also access the DOCX (OnlyOffice) editor if you choose to build from scratch and select DOCX as your Document Format. This gives you the flexibility to start fresh or continue editing an existing template—all within Formstack Documents.
Example of Uploading
Example of Building from scratch
After you've uploaded or created your Docx file and clicked done, this feature can be found under the in-app Document Builder tab.
Note: If you're looking for more instructions on how to format your docx template to be compatible with Formstack Documents(such as adding a merge field), we'd recommend checking out this article. Please check out this article For a full list of all the different ways you can create a template with Formstack Documents.
Merge fields play a key role in how data is inserted into your document. For a closer look at how to format them correctly, see our article on [Merge Fields: Do’s and Don’ts].
The DocX editor gives you the ability to:
- Upload and manage images
- Format font styling
- Format text and image layout
- Manipulate and format document headers & footers
- Insert & format text boxes/fields
- Add and edit document tables of contents
After you've finished with setting up your document, make sure to click Save.
Considerations:
- There are no merge pills available/rendered in the docx editor. The classic syntax of {$field_name} must be utilized and manually written for each of the merge fields you'd like to include on the document. If you're looking for a way to drag and drop all of your merge fields, we'd recommend checking out the AI template creation option or Formstacks dynamic builder.
- Users cannot create a net-new DocX template in the new editor, they must initially upload a DocX file from their local computer. However, from there onward, they can work with the template exclusively in Formstack Documents.
Note: The OnlyOffice editor that's used is a fully hosted solution that offers the same compliance-level as our AWS environment.