How to insert user profile information in a template

About this article

This article will explain how to insert user profile information through smart fields so it can be utilized to populate the smart template. 

• How to insert user profile information with smart fields
• User profile smart field examples

Prerequisites

How to insert user profile information with smart fields

When building a smart template, the User profile smart field can be utilized to inject user profile information into the smart template. This smart field will contain all the information that can be retrieved based on the user profile set up on the tenant. Through this smart field, one can inject text, numbers, dates, and images. Creating a User profile smart field can be achieved following these steps: 

1. In the Template Designer, navigate to the Template tab
2. Select the location where the smart field should be inserted
   In PowerPoint: select the desired shape. To avoid any conflicts between the shape and the text formatting in PowerPoint, we recommend to only adjust the formatting of the shape containing the smart fields. The text formatting will automatically be inherited from the shape.
   In Word: Place your cursor at the desired location in the template, or select the text that should be replaced by the smart field. If no text is selected when adding the smart field, the display name will be inserted and used as placeholder text.
3. Click Add smart field
   This step doesn't apply if you are adding the very first smart field in the template 
4. Click User profile
   The data originating from the user profile will be displayed 
5. Select the desired data that should be added to the smart field
6. Optionally edit the Display Name
   The display name will be displayed in the Template tab once the smart field has been added.
7. Optionally, perform additional actions on the smart fields. 
   • Edit binding: Allow editing of the binding syntax to tailor the smart field to specific needs by utilizing  functions, conditions, and operators to create more complex use cases. By default, the basic binding syntax will be used. 
   • Visbility: Edit the visibility of the smart field based on specific conditions. 
   • Allow updates: Allow the smart field to be updated after its generation when edited by the user through the document content updater. This option will not be visible if the document content updater is not enabled on the smart template. 
   • Remove and keep content: this will remove the content control will be removed upon document generation and will effectively disable the document content updater on the smart field. 
   • Inherit Dimensions / Width / Height (for images only) : Specify the dimensions of the image that will be inserted. 
   • Format (for dates only) : Specify which date format should be utilized for this date in the template. Additional date formatting can be achieved by editing the binding syntax and utilizing the FormatDateTime() function. 
8. Click Add to template
   
   • The smart field will be injected into the template and will be displayed in the Template tab

User profile smart field examples

Inserting the company logo in the header of a document in Word

Create a User profile smart field linked to the company logo.

Inserting the user title in a shape of a presentation in PowerPoint

Create a User profile smart field linked to the user title.

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