Learn how to create and amend templates and introduce more advanced configurations for automatic document generation.
Use our BRYTER MS Word Add-in and easily automate Word document templates within BRYTER by providing quick access to placeholders and commands.
How to prepare templates for Document Generation
Follow these instructions to prepare a template for automatic document generation:
- Create a new template in MS Word or open an existing template document.
- Add text and apply formatting to your template document.
- Populate the template document's text with placeholders at the locations where you want dynamic content to appear.
- Placeholders are represented as text enclosed in double curly braces, such as
{{Placeholder name}}. If you use the same placeholder multiple times, ensure that their names consistently match. - Create placeholders for multi-input variables by typing the node name and input name, separated by an arrow
==>for collections or-->for other nested conditions, for example:{{Address==>City}}or{{Address-->City}}.
As best practice, use identical placeholder names in the template document as the node names in the originating module. This allows for automatic matching in the Create Document action. - Placeholders are represented as text enclosed in double curly braces, such as
- Save the template in .DOCX format. Your template is now prepared for uploading into a Create Document action.
{{\comment}} placeholder. For example, a comment like {{\comment Please update this paragraph}} is visible to your collaborators in the template document but will be removed when generating the document for your end users.
Advanced template configurations
- Avoid empty lines or paragraphs.
- Insert a collection into a table in your document template.
- When positioning placeholders manually in a table, avoid empty rows and columns.
- Manage documents with many optional pieces of text using conditional placeholders.
Your next step
Once you have prepared your template, you can upload it into a Create Document action node and start automating your document.
Occasionally asked questions
How do I write placeholders referencing variables from Multi-Input nodes and other nested objects?
To reference variables from Multi-input nodes, type the node name and the input name, separated by an arrow ==> for collections or --> for other nested conditions, for example: {{Address==>City}} or {{Address-->City}}. Do not use whitespace. This enables automatic matching in the Create Document action.