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

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. Tables Ability to insert dynamic tables referencing quote grids. These actions will be described in more details in specific help topics.

VALIDATION CENTER TAB

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

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 Smart Spreadsheet - Template validation section

SETTINGS TAB

The Settings tab allow to setup the template 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 Smart Spreadsheet - 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. 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 : Field tag Table tag
When cursor positioned on : Field tag Table tag
When cursor positioned on : Field tag Table tag

EXPLORER TAB

FIELD TAG
	Section tag
	Table tag
	Column tag
	Image tag
	Iteration tag
	Attach tag
	Merge tag

On first click, the cursor in the word template is placed on the tag.

NAVIGATION