Top Ribbon

The ribbon only contains a button to open the side panel. Once the side panel is opened, the top ribbon can be collapsed.

Side panel

The side panel is the place where the add-in is displayed.

The panel layout consists in four main tabs to quickly switch between different interfaces.

• Home
  • List the available actions to add dynamic content tags
• Explorer
  • Allow the user to navigate through the hierarchy of tags
• Validation Center
  • Display notifications if errors are made in the template.
• Settings
  • Allow to load a Data Source Model and update template-level settings.

HOME TAB

This tab provides access to all the actions to insert dynamic information in the document:

• Tags

  Ability to insert a field from the quote at any given point of the document - even in the footer and header of the document.

• Images

  Ability to insert dynamic images referencing a field or a column from the quote.

• Tables

  Ability to insert dynamic tables referencing quote grids.

• Sections

  Ability to create block of content and manage their display depending on the quote content. Section are also used for the content-locking capability.

• Iterations

  Ability to create iterative content based on quote grids.

• Sub-templates

  Ability to insert appended documents at a given point of the document.

• Merge Document

  Ability to merge external document at a given point of the document (PDF merge only).

• Attach Document

  Ability to attach external files at a given point of the document.

These actions will be described in more details in specific help topics.

EXPLORER TAB

VALIDATION CENTER TAB

The validation tab is the place where the template errors will appear. The validation process is continuous and does not need any user interaction. A number in a red-background round will appear when errors are detected. This allows the user to fix problems along the way. Users can launch a validation whenever required using this button:

The errors that the validation will catch are:

• Invalid tag structure
• Tag overlap
• Incomplete tags
• Tag duplicates
• Missing data source model reference

For more details on the Validation Center, review the Template Validation section

SETTINGS TAB

The Settings tab allows you to set-up the template's global parameters. In this tab, the user is able to:

• Set or replace the Data Source Model by selecting a JSON file.
• Choose the default display format for each type of data.

For more information read Getting Started

• Activate the lock on the final document by setting up the lock password.
  
  

CONTEXT TAB

The Context tab is only displayed when the cursor is placed on a tag in the Word document. It's contextual to the type of tag.

This is where the user will be able to view tags properties and edit tags

WHEN CURSOR POSITIONED ON:	IMAGE
Field tag
Image tag
Table tag
Column tag
Section tag
Iteration tag
Sub-template tag
Merge tag
Attach tag

NAVIGATION