Word template

Word is an option for documents whose text is rewritten almost entirely: 70 to 95% of their content changes from deal to deal. The template is prepared in regular Microsoft Word as a .docx file with tags and uploaded to a document type.

Which builder to chooseWhich builder to choose

Builder	When it suits
Word	the document text changes almost entirely, 70 to 95% of it is edited
Stimulsoft	the document is a framework, only the data changes, and calculations are needed between the data
HTML	an invoice, act, or contract based on a ready-made template, edited right in the editor

Step 1. Create a template typeStep 1. Create a template type

1. Open Settings > Directories > Documents > Document types and templates.
2. Click Add, fill in the document name and the other fields, and click Save.
3. Open the Document print form tab and choose Microsoft Word document.

The prefix, suffix, and the Invoice and Warehouse toggles are set up the same way as for any document type, see HTML templates.

Step 2. Prepare and upload the fileStep 2. Prepare and upload the file

1. On the Document print form tab, click Tag list: the Variable values window opens with tags sorted into groups: document, company details, products and services, custom fields. You can export the list with the Excel button.
2. Prepare the document in Microsoft Word and place tags in the text. WorkZeal replaces them with data when the document is issued, for example {number_doc__tag} for the number and {date_doc__tag} for the date.
3. Click Upload and choose the .docx file.
4. Click Save and close.

Once the file is uploaded, its name is shown on the tab. To edit the template, click Download, make your changes in Word, and upload the file again.

The tag list includes tags for your custom fields as well as the logo, stamp, and signature tags from your company details.

Products tableProducts table

To get the line items from the CRM into the right cells:

1. Draw a table in the template with the columns you need: number, name, quantity, unit, VAT, price, amount.
2. Place the tags in the columns: {items_order__tag}, {items_name__tag}, {items_amount__tag}, and the others from the list.
3. Assemble the totals with the {summa_doc__tag}, {summa_vat__tag}, and {summa_doc_by_words__tag} tags.

The row with the items tags is filled in as many times as there are line items in the document.

Step 3. Check the templateStep 3. Check the template

1. Issue a document of this type, see How to issue a document.
2. Click Generate and check the text, the company details, and the products table.
3. If something is wrong, download the template, fix it in Word, upload it again, and then generate the document once more.

The finished document is sent as a link, printed, or exported to PDF, Word, Excel, and other formats, see Printing and sending.