In a Word document, enter the sync code of the column from which you have chosen to export data as follows: ${column_code}
See the articles below that complement the possibilities of automatic document generation with Word:
📄 Create an automatic document with a SmartText
📄 Export images into your document template
➡️ Insert a sync code into your Word template
In a Word document, insert the corresponding sync code for the column whose data you want to export: ${column_code}
- ❌ No accents
- 🔗 Spaces replaced by
_
(underscore) - 🚫 No
/
(slash) - 🔑 Unique name in the table
📌 Example of a tag to access a linked table:
${client.first_last_name}
📸 Example of integration in Word:
⬇️ 3 ways to generate your automatic document ⬇️
➡️ 1st Method from the "Automatic Document" column
1️⃣ Import your template from this window
2️⃣ Configure the window options to generate the document, as described in the article "Automatic Document Column"
➡️ 2nd Method from a record
1️⃣ Open a record in your table.
2️⃣ Click on the icon and then Share at the top right.
3️⃣ Import your template 📤 From the "Share" button
4️⃣ In the window that opens, click on Edit the template list and add your .docx
file.
➡️ 3rd Method from the "Share" button on the table
Automatic document generation from the table "Export all visible rows from the view with a template".
1️⃣ Click on the "Share" button
2️⃣ Select Export all rows with a template
3️⃣ A window will appear, you will be able to insert your template via Edit the template list
4️⃣ The generated document will appear in your personal messages
🎯 Conclusion
Thanks to this feature, you can automatically generate administrative documents (invoices, quotes, contracts, reports, etc.) in a few clicks, directly from TimeTonic!