Introduction

S-Docs provides users the opportunity to efficiently upload .docx files through the DOCX feature. This feature allows you to:

  1. Easily import pre-existing Microsoft Word templates that you don't want to rebuild from scratch in the Template Editor
  2. Leverage Microsoft Word features like Restricted Editing, Table of Contents, and Redlining
  3. Create complex and beautiful templates without any knowledge of HTML

You can watch the following tutorial video to learn how to upload DOCX templates into S-Docs, use DOCX templates as S-Docs components, and use bulk upload with DOCX. You can also refer to the written instructions below for a general guide to uploading DOCX templates and using the correct merge field syntax.

Tutorial Video

Generating DOCX Documents via S-Docs

Using .docx files with Microsoft Word is incredibly advantageous if you’re trying to increase your documentation generation.  Let’s start by creating a new S-Docs template. Click on the Template Format drop-down menu and choose DOCX. Click Save.

Next, head to the template editor like you would with other templates. Normally, you would be able to make changes to the source code here, but with the DOCX upload feature, all you have to do is upload the .docx template file that you’ve already created!

Let's start by putting a merge field into our template. From the template detail page, click the Template Editor button.

 

Then, click Insert Field and select a merge field.

Rather than inserting the field into the typical source code editor, you will click the Copy to Clipboard button and paste it into your Word document where desired.

Once you’ve pasted the merge field in your Word document, return to the template editor. The screen should look like this:

Select "Choose File" and upload the Word document you have been working with. After selecting the file, you will see a message indicating that your file is uploading. In a matter of seconds, your template will successfully upload.

Congratulations! You can now generate your DOCX documents using your created S-Docs template.

Note: The best workflow to build DOCX documents is to have your browser and Word open side-by-side. In addition to using copy and paste, you can also drag-and-drop merge fields into your DOCX document without having to switch between windows.

Syntax

Since first launching our DOCX feature, we have updated the syntax. The old syntax is still available when the “Legacy Upload” checkbox is checked on the DOCX file upload page, but no longer supported.

General DOCX Syntax

Note: DOCX syntax also applies to PPTX and XLSX documents.

As part of the update, brackets are now required around all S-Docs syntax in DOCX templates, which results in a better output of your template.

Render Statements

If you’re importing a DOCX template that uses render statements, you will need to use brackets there too.

Note: You cannot have RENDERS on the same line as the LINEITEMS block.

Named Queries

If you're using named queries in your DOCX template, you'll need to convert them to the DOCX format. If your named query looked like this:

You'd need to update it to this syntax:

Note: DOCX templates support the named query filter and offset features. Please visit the named query article linked above for more information about these features.