What is it
Templafy Wizard is a document builder that helps users create complex Word documents quickly and accurately.
It allows admins to setup documents and ensure that these are completed 100% correct
How it works
When opening a document setup for the Wizard, then the user is presented with a series of questions. Based on these questions sections of the document are deleted and only the relevant is kept.
The admin will setup a document to contain all possible variations - and when the user has completed the Wizard then the document will have only what is relevant.
All configuration of the Wizard is done in the document itself using bookmarks. When correct bookmarks are applied the Templafy Wizard will load automatically when a document is opened.
Bookmark naming convention
Options / Choices
ATC_OR1 (apply to whole section)
ATC_OR1_OptionA (apply to header)
ATC_OR1_OptionB (apply to header)
ATC_OR1_OptionA_text (apply to actual text)
ATC_OR1_OptionB_text (apply to actual text)
This is not bookmarks but just text directly in the document
Wizard question types
- Questions of type keep or delete text
- Questions of type keep one or the other text
- Fields with replaceable text (See below)
- Options and questions inside each other
- Incoherent text anywhere in the document
Fields with replaceable text
To create a field, insert its name between the angle brackets: <<Name>>.
If there are multiple names in the document use e.g. numbering: <<Name 1>>, << Name 2>>, etc.
Fields using the same name will get the same information inserted.
Deleting multiple texts in same choice
In case your document contains texts that needs to be deleted if another text is deleted this can be setup like this:
Use the bookmark of type ATC_OptionA_text_1 for the dependent text snippet. An example of usage:
NOTE: When the main option is deleted, all the dependent text as deleted from the document as well.