You can manage your word templates with three fields:
- My templates, where you can manage your own templates
- Files, which are the basis for your templates
- Snippets, which allow you to create own text modules
You can manage templates here which have already been created and create new ones.
The templates are available in different variants. You can choose them from an overview. New variants can also be added here. You can change the language with the flag-symbol on the left side. You can also create variants for different regions, for example for business letters.
If you choose a variant, you get the following options:
The number behind “Versions” shows, how many versions there are. You can also reset templates to earlier versions here. You can also duplicate templates, to make adaptions to different variants.
If you click on “Code”, you can programme templates easily using text modules. Since these inputs are extremely flexible, it is very simple to complement and adjust templates. These snippets can be moved via drag-and-drop.
Detailed explanations for the code can be found in the technical documentation, the following passage only introduces some elements as an example.
Text has to be inserted as a string, which means the text has to be surrounded by quotation marks.
If you want to connect two strings, this happens with concatenation.
"A" + "B" + "C"(=
You can make statements about the relationships between two arguments using logical operators:
||Less than or equal to|
||Greater or equal to|
||Not equal to|
||And (both conditions are met)|
||Or (one or both conditions are met)|
The following example shows how an if-then-else conditional checks whether a last name was entered for a recipient:
This example checks whether a recipient exists (
recipient != null:
for the variable
recipient, a value exists,
which does not equal (
!=) an empty value (
There is a distinction between
0 as a number and
null for an empty value.),
AND whether a last name for the recipient has been entered, which means the field does not contain an empty string.
If this condition - meaning both of the part conditions - is met, the command in the paragraph is run, in this case the text is printed.
Adding new modules to the code
Add new modules using the -symbol.
You can insert new paragraphs, set variables or mail merge fields, state If-then-else conditions, insert two different kinds of loops, create groups and add snippets.
These insertion options will be explained more detailed in the following:
You can insert additional text modules within a paragraph. These differ from the modules, which you can insert in the general overview: you can’t insert another paragraph into the paragraph and not all of the snippets are available in this section.
You can format the text inside a paragraph with the buttons to the left and align it with the buttons to the top on the right side.
You can introduce new variables through the headers.
If you insert a variable as a new text module, you can choose from the created variables and assign them a value.
Variables can only be used in code. The value of a variable is always taken as its datatype.
Set Word merge field
You can set merge fields the same way. These are also shown as such in the generated word document. Their expression is always interpreted as text.
The If-then-else function allows you to check conditions and define consequences for the fulfilment in the “then” branch, or rather “else” branch for not fulfilling the condition.
This loop runs the command in the paragraph field for each element which meets the requirements from the range.
This loop runs the command from the paragraph field as long as the condition in the upper field is met.
Infinite loops are possible but will be stopped after 5,000 executions. This limit can be raised upon customer requests.
With groups you can compose snippets into units.
If you compose these modules wrong, the program will let you, but will show you the error.
Files are the basis for the creation of templates. You can upload own files, such as a template for the company CI, which is changed very rarely and should be the basis for each created document. You can manage your templates here and add new ones. The version history allows you to reset templates to earlier versions. ZTo test them, you can just download a particular template using the button. The files which are generated this way are complete documents with fields, which are similar to word merge fields. Yet you can’t access these merge fields directly, you can only set them.
The use of snippets allows you to create and manage text modules. We offer complete snippets, such as salutation and closing, which are already integrated. These are of course individually adjustable.
You can create new snippets via a dialogue field:
You can choose a name and decide whether the snippet should be visible on paragraph level, text level or on both. You can find more information concerning these labels in the technical documentation.