A dynamic template has a number of placeholders where information is automatically inserted when the template is downloaded by the end-user.
These placeholders are not made by Templafy, but is based on existing Microsoft features within MS Office.
Information that could be inserted in a placeholder could be user name and profile information, office address, logos, legal disclaimers etc.
These placeholders needs to be setup to work with the Templafy solution. Below is an introduction to how Templafy use bookmarks as placeholders.
What is a bookmark and how to add/delete one:
How bookmarks inserts text in Templafy:
Bookmarks are categorized with three different pre-fixes, determining where they come from
- FLD - eg. "FLD_Date" / "FLD_Reference"
- USR - eg. "USR_Name" / "USR_Title
- OFF - eg. "OFF_Name" / "OFF_Phone"
- LAN - eg. "LAN_Term" / "LAN_Signoff"
All "FLD_X" bookmarks will insert text from document fields that are visible when dowloading the document.
In the example below, "Reference" will be inserted into the bookmark "FLD_Reference" in the Word document.
All "USR_X" bookmarks will insert text created in ones User Profile.
"Name and surname" will be inserted into the bookmark "USR_Name".
"Title" wil be inserted into the bookmark "USR_Title".
"Mobile" into "USR_Mobile", etc.
All "OFF_X" bookmarks will insert text from ones "Company Data Source: Offices". This could be the name of the company, phone, address, CVR etc.
Depending on choices made in the User Profile (Department, Office), different info will be inserted into these bookmarks.
If, in your User Profile, chose Production in Department and then Production Kanses in Office. Text will be inserted from ID Line 8. The columns name represent the bookmark value, so "name" with ID 8 will be inserted into the bookmark "OFF_Name".
"address" in ID line 8 will be inserted into "OFF_Address" etc.
All "LAN_X" bookmarks will insert translated text from a linked 'Translations' data source. The 'Term' will be inserted according to language choice in profile, e.g. the term 'ActionBy', will be inserted as 'Action by' with English chosen.
Learn about how this functionality works in this article.
How bookmarks can hide text in Templafy:
Text can be hidden based on if certain data is inserted or not.
If you have a document with the company address like "Address: 117 Jagged Byway", if a certain department does not want to show the address, the entire line can be bookmarked with "OFF_Address_HIF".
The address, if available, will be inserted into "OFF_Address".
But if the address is empty, "OFF_Address_HIF" wil hide the enitre text so it does not leave "Address: "
Helpful tools in Microsoft Word:
The "Show/Hide Formatting Symbols" marked by red in the below picture, is an excellent tool to see line breaks and hidden text for when creating bookmarks.