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Managing docgen document templates

With docgen, you can have documents generated based on an individual Microsoft Word template. You can use document templates from a Microsoft SharePoint library.

Information on creating templates 

  • Create a file in DOCX format. 

  • Write exchangeable information in curly brackets, e.g. subject of the contract or address of the contractual partner. Enter the internal name of the corresponding site column, e.g. {ecsSubjectOfContract} between the curly brackets.

  • Site columns of the type lookup and managed metadata: For example, in the site column Contractual partner (ecsContractState), enter {#ecsContractState} as the start of the loop and {/ecsContractState} as the end of the loop. In this way, the properties of the contractual partner can be entered, e.g. {name}. Examples:

{#ecsContractState} {name} {/ecsContractState}
{#ecsContractType} {name} {/ecsContractType}
{#ecsCPLookup} {title} {additionalFields.ecsCPAddress} {additionalFields.ecsCPCity} {additionalFields.ecsCPZipCode} {additionalFields.ecsCPCountry.name} {#contactPersons} {eMail} {salutation} {firstName} {title} {phone} {/contactPersons} {/ecsCPLookup}
{#ecsResponsible} {text} {/ecsResponsible}

  • Site columns of the type date and time: In addition to the column name, enter the filter | date, e.g. {ecsContractStart | date}.

  • Site columns of the type number: In addition to the column name, enter the filter | number , e.g. {ecsRentableArea | number}.

  • Site columns of the type currency: In addition to the column name, enter the filter | currency , e.g. {ecsTotalSum | currency}.

  • For the site columns listed above, you can also enter language codes, e.g. {ecsContractStart | date:"de-DE"} or {ecsTotalSum | currency:"de-DE":"EUR"}.

Uploading templates in the Microsoft SharePoint library - This is how it works 

  1. Open the ecsContractDocumentTemplates document library under Site contents.

  2. Upload a template document in DOCX format.

Configure the created templates to make the templates available in d.velop contracts for Microsoft 365. You can carry out the configuration on the configuration interface and create extended configurations in the JSON file

Configuring in the configuration interface - This is how it works 

  1. Enable the document templates with Enable document templates.

  2. Under Template module, select Default.

  3. Click Save.

Extended configuration in the JSON file - This is how it works

  1. Enter the value true for the active parameter to make the document templates available.

  2. Enter the value standard for the engine parameter.