Word Template

This article introduces how to use Word templates.

What is the Word Template Printing Feature?

The Word Template Printing feature in Jodoo enables users to insert field codes from forms into Word documents. During printing, the system automatically populates the document with form data while maintaining the document’s original formatting. This feature is ideal for generating personalized and professional-looking printed documents efficiently.

When to Use this Feature?

1. Contract Management

After online approval of orders and contract details, users can print hard copies of contracts using Word templates. These contracts can then be signed offline, archived, or distributed for other purposes.

2. Government Reports

When preparing government reports, users can collect basic content through forms and then utilize Word templates for customized printing. This makes it easier to generate formal documents ready for stamping and submission.

3. School Management

Teachers can batch print student assignments using Word templates. This allows them to adjust formatting and layouts easily, reducing repetitive work and significantly improving efficiency.

How to Use this Feature?

Step 1 Prepare a Word Template Locally

To use the Word Template Printing feature in Jodoo, start by preparing a Word document on your local system. Open a new or existing Word document and edit the document to include the desired content, styles, and layout that fit your printing needs.

Step 2 Configure the Word Template in Jodoo

1. Navigate to the form in Jodoo where you need to set up the Word printing template. Locate the Extension option in the form’s settings menu. Click on Printing Templates >> +New Dpcument Template to proceed.

2. Insert Field Codes into the Word Template.

a. Click on Field Code Table and the table page will pop up.

b. Identify the data fields in your Jodoo form that you want to include in the document (e.g., "Name," "Price"). Copy the corresponding field code (e.g., ${Name#_widget_1729666252504},${Price#_widget_1729666252507}), and paste these codes into the appropriate locations in the document where the data should appear.

Supported Areas: You can insert the field codes into:

1. Text areas (e.g., within paragraphs, tables, or bullet points).

2. Headers and footers (e.g., page numbers, titles, or other metadata).

Step 3 Upload the Word Printing Template

After preparing and configuring your Word template with the necessary field codes, the final step is to upload it into Jodoo.

Navigate to the Printing Templates settings page in the form. In the Upload Template section, you can select or drag to upload the prepared Word template from your local system.

File Requirements

Step 4 Configure Printing Template Settings

After uploading your Word printing template, you can configure additional settings to define its usage and output file name.

Click on Printing Template Settings located in the top-right corner of the Printing Templates page. You can set the available scope and the generated file name.

By setting Available Scope, you can configure where the template can be used for printing. Records in Manage Data, Permission Sets, Workflow Nodes, and Public Queries can be printed using custom templates.

By setting the Generated File Name, you can Set the file's name generated during the printing process. The length limit is 50 characters.

Step 5 Preview and Save the Word Printing Template Settings

After configuring the usage scope and file name for your Word printing template, the final step is to preview the output and save your settings.

Locate and click the Preview button in the template settings menu.

Verify that:

If there are discrepancies in the formatting or data mapping, return to the template configuration page to make corrections.

Supported Fields for Word Printing Templates in Jodoo

When creating a Word printing template, you can insert form fields and system fields. Below is a detailed breakdown of supported field types, their functionality, and any special instructions.

More to Know

1. When printing using a Word template, the output file format is also in .docx.

2. If the printing template contains fields that the member does not have permission to access within the permission group, the values of those fields will not be printed.

3.