Tags Manipulation

When you build your template using the Smart Document add-in, textual items (tags) will be inserted in your Word document.

Example : Dear #Field_6_contactFirstName #Field_7_contactLastName

All tags are linked to meta-data in your document, so they must not be altered directly in the document at risk of breaking the consistency between your document’s content and its metadata.

To edit a tag, place your cursor on it in the Word document, and make the necessary changes in the add-in. Your document will be updated automatically.

To delete a tag, use the delete function in the edit panel of the add-in.

Page breaks should not be placed right after a tag as the resolution of the tag will make them disappear.

Tables Manipulation

Once created in the Word Document, Dynamic tables should never be modified directly in Word.

The following actions are available in the add-in:

• Adding / Removing / Reordering columns
• Adding / Removing / Reordering lines

Limitations

GENERAL

• Tags cannot be inserted in Word Text Box objects.
• Tags must not be followed by a line break or page break.
• Only field tags can be placed in the header or the footer of the template.
• HTML fields or columns tags cannot contain Images or embedded object (tables, Excel spreadheet, Word document...)

Image Tags

Image tags must be kept in-line with text to be populated on document generation.

Table Tags

A table can’t be inserted in a parent table.

Section Tags

A section can’t override the edit right assigned by a parent section.

Sub-Template Tags

Concerning Word styles and formatting, the Master template is the one that will drive:

• Styles (headings, paddings, etc.)
• Header and footer content
• Fonts

PDF OUTPUT

• Watermarks are not supported in PDF generation format.
• Excel tables embedded in HTML fields cannot be rendered in PDF generation format.

HEADER & FOOTER

When introducing headers and/or footers in document templates involving master and sub-templates you need to be aware that:

• The header and footers set in the master template always win. All headers and footers set in sub-templates will be ignored.
• If you have several headers and footers set in master template based on Word sections, the sub-template will inherit the header and footer from the section the sub-template tags is set in.
• All section settings set up in sub-template (including page orientation change) will be ignored.

TABLE OF CONTENT

• In Word output format, the table of content will not be updated. It must be updated manually by the user after opening the document by pressing F9.
• In PDF output format. the table of content will be updated.
• Page break or section break are not allowed in the dynamic table of content set in Word.