Doc Auto

Word plugin - Template settings

Document automation allows documents to be generated by combining the information from one or more iSheet records with a stored template. After automating a document template, upload it to the HighQ platform to use for document generation.

Managing document templates

To manage document templates navigate to
Admin
, then in the
Document automation
 section, select
HighQ templates
.
Select
Add template
 to create your first document template:
The
Add template
 window allows you to upload the template, name it and set how it is used.
Enter a name for your template, then select if it is a
site wide
 or
single record
 template.
Site wide templates
HighQ Doc Auto site wide templates generate documents combining information from multiple iSheet records from one or more iSheets. The document automation searches through the chosen iSheet or iSheets and returns information from all the records found in those iSheets. Use Conditions to filter which records or which columns from those records are added to the generated document.
For
Site wide templates
 you can:
  • Generate document as
     - Site administrators can select whether a document is generated as a Word document or a .pdf.
  • Allow users to
     - Site administrators can set if a user is asked to download the generated document or save it to a site folder of their choice. If both options are active, the user may do both actions.
  • Save document to
     - Site administrators can select a location where generated documents are saved automatically. The location can be specified by selecting the
    Specified folder
     checkbox, and then
    Choose
    .
Select the location to save the documents and select
Save
.
Single record templates
HighQ Doc Auto single record templates generate documents with information from a single iSheet record in an iSheet.
For
Single record templates
, you can:
  • Generate document as
     - Site administrators can select whether a document is generated as a Word document or a .pdf.
  • Allow users to
     - Site administrators can set if a user is asked to download the generated document or save it to a site folder of their choice. If both options are active, the user may do both actions.
  • Save document to
     - Site administrators can select a location where generated documents are saved automatically. The location can be specified by selecting the
    Specified folder
     checkbox, and then
    Choose
    .
Select the location to save the documents and select
Save
.
The site administrator can also select an iSheet column that will save the document. Select the
Specified iSheet column
 checkbox and open the dropdown menu to display all available columns.
Select which column to attach the document to and select
Save
.

Edit an existing template

Click on a template in the list to
Edit
 it.

This article applies to:

  • Product: HighQ
  • Subject: Add-in, Documents

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