To insert RTA fields into a template
- Open Microsoft Word and connect to X-Author Contracts.
- From the X-Author Templates tab, create a new template or check-out an existing template.
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Click Insert Fields.
The Insert Field dialog is displayed.
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Select the Agreement object and the Rich Text field you want to insert. Hold Ctrl and select any additional fields to insert them in the order selected.
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Click Finish to insert the field into your template.
The Rich Text field is inserted and displayed in the Control Panel with the appropriate icon.
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Highlight the Rich Text field in the Control Panel.
The Properties pane below the Control Panel displays attributes for the field.
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Next to "Render As" click the drop-down and choose HTML, if it is not already selected.
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Continue to insert fields or check-in your document.
Note:
You cannot insert RTA fields into the header/footer of a template.
Tip:Controlling HTML Content Width
If your RTF field contains large HTML content, and you want to control the width of the output in the generated document, follow these steps:
- Prior to inserting your RTF field that contains large content, insert a table with only one cell.
- Right-click the table and select Auto Fit/Fixed Column Width and adjust the table to your desired width.
- Insert the RTF field into the one-cell table. The generated document content will use the selected width and grow downward.