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IMPORTANT: Only template records that contain at least one file will be available in the document generation. Always the last recently uploaded or modified File will be used when creating a document!
Template Configuration:
On the “Configuration” sub-tab, template specific configuration settings can be defined:
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The configuration settings defined on the template override the default settings defined on the specific settings records (see: Initial Setup ).
The following settings can be defined:
Engine Version: Version of the document templating engine to be used. Whenever possible, version 2 should be used. Version 1 is deprecated and doesn’t support all advanced features.
File Name: The file name of the generated document. When defining the file name, merge fields from the queries can be used (e.g. {{Name}}) and also some global variables like @global.date = current date and @global.index = index of documents in case of multiple documents are generated in one job.
Input Format: Default input format. Usually docx. Might be set to pdf in case a static pdf should be merged as part of a multi doc merge.
Output Format: Default output format. Either PDF or DOCX. Will usually be overriden in the merge dialog. However, for automated generation of pdf documents, the default output format can be defined on the template.
Date Locale:
Date Format Pattern:
Date Time Format Pattern:
Number Locale:
Number Format Pattern:
Thousands Delimiter:
Decimal Delimiter:
Static Data: