Build MS Word (DOCX) Documents

Uploading/Creating a DOCX

If you are using a DOCX file as the template (you uploaded a DOCX file), then you will want to use the same formatting for the fields as you do in our Builder ( {$Fieldname}, {$AnotherField}, etc)

Click here to download an example Word document.

 

Updating your DOCX

If you need to make changes to your uploaded DOCX file, simply edit the file on your computer then re-upload it to WebMerge.  At this time, you cannot modify a DOCX file from inside WebMerge.

To get started, simply login and create a new document! If you are uploading a document, please make sure you are using a file with .docx extension.

 

Table Row Loops

If you're generating an invoice, you're probably looking to create a table that loops through each of the line items and prints them on a new row in the table.  No problem!  We've added a new "tablerow" tag that you can use and it tells our system to treat the table row as a loop.  The tag works exactly like a "foreach" loop, so all you need to do is use "tablerow" instead of "foreach" and we'll handle the rest.

Here's an example:

tablerow.png

The data that you send through to a table row loop needs to be an array (ie and array of products) that can be easily looped through.  The part after the dot in the variable name is the individual property for that element in the array.

Have more questions? Submit a request

24 Comments

  • Avatar
    Darius Grimes

    jeremy,

    I have a form with bulleted and indented sections. Ican bullet but I cannot figure out how to indent to the second or third level.

     

  • Avatar
    Jeremy Clarke

    Hi Darius,

    I have added the indent button to the editor.  Please clear your cache and try again for me.  Also, you don't have to build this document from scratch.  You can put the field placeholders in your Word document, then upload that document.

    Thanks!

  • Avatar
    Alan Jones
    Every time I test merge a word document it always add the header and footer section, messing with the formatting, even though the original document doesn't have the header and footer sections when I uploaded.
  • Avatar
    Jeremy Clarke
    Hi Alan, That's because we are adding the sample watermark to your document - which adds a header. If you have more questions, please create a ticket and we'll help from there!
  • Avatar
    Clinton Tonge

    Jeremy, when my Word document generates it seems to ignore page breaks. Is there anything special I need to do to make sure the page breaks are recognized? When I run it as a PDF it works perfectly and the pages are divided up as desired. Thanks!

  • Avatar
    Jeremy Clarke

    Hi Clinton,

    Line breaks should work, but it depends how the data is being sent over to WebMerge. Can you submit a ticket with more details? Thanks!

  • Avatar
    Minja Smajic

    Hi,

    I wonder if there is an option to export word doc in A4 size instead of the letter-size?

  • Avatar
    Minja Smajic

    I would also like to know if there's a possibility to decide margins of the final word document through webmerge?

  • Avatar
    Clinton Tonge

    Minja are you using a Word document template? or the Document Builder. Both should be possible if you are using a Word template...

  • Avatar
    Jeremy Clarke

    Hi Minja,

    Yes, if you use a Word document as your template, you can customize the page margins, page size, etc. Simply set those settings in your Word document and when we merge the template, those settings will stay.

    Thanks for helping Clinton!

  • Avatar
    Minja Smajic

    Thanks for your reply. I'm using document builder. But I don't see where I should make these settings to get it right (neither in MS Word or in the document builder).

  • Avatar
    Jeremy Clarke

    Hi Minja,

    I would suggest using a Word document as your template instead. The page margins are options within Word (under Layout)

  • Avatar
    Cyrus Mercado

    Hi Jeremy,

    Is it also possible to merge images from Salesforce to the MS Word WM Template? I am trying to attach the profile photo's of contact record to the merge templates. Thanks.

  • Avatar
    Jeremy Clarke

    Hi Cyrus,

    Unfortunately, we're not able to download files from Salesforce. You'll need to save the files in a service like Dropbox, then save the URL to the file in Salesforce. Sorry!

  • Avatar
    Arlo Haskell

    Hi Jeremy,

    Which fonts are supported for a docx ?

  • Avatar
    Jeremy Clarke

    Hi Arlo,

    All fonts are supported in DOCX, but if you are exporting to a PDF, we need to install the fonts on our servers first. You can email the font files (We have the standard Windows fonts already installed) to support and we'll get them installed.

  • Avatar
    Arslan Test

    Hi jeremy,
    how can i use tablerow to send data into table that i added in docx file. I have array with data like $data['name'], $data['age'], $data['sex'], and i have fields in table name, age, sex. i sent data but it show blank fields, How can i use send this row? Any example will be appreciated.

  • Avatar
    Arslan Test

    How can we merge values for Checkbox in Docx file?

  • Avatar
    Jeremy Clarke

    Hi Arslan,

    If you're sending JSON for example, it would look something like this:

    {"people":[
    {"name":"John", "age":"32", "sex":"Male"},
    {"name":"Suzy", "age":"38", "sex":"Female"},
    {"name":"Sarah", "age":"25", "sex":"Female"}
    ]}

    Then inside your document, your loop would be {tablerow from=$people item=data}

    For checkboxes, you have to do an if statement like this:

    {if $Gender == "Male"}[ X ]{else}[ ]{/if} Male
    {if $Gender == "Female"}[ X ]{else}[ ]{/if} Female

  • Avatar
    Arslan Test

    Thanks $_Jeremy, It works fine now :)

  • Avatar
    Nathan Waterman

    Can we still use {tableif} when importing a Word table?

  • Avatar
    Jeremy Clarke

    @Nathan,

    Yes, you can use {tableif} and {tablerow} in your Word doc templates as well!

    Thanks,

  • Avatar
    Nathan Waterman

    Can I upload a Word document and use it as the template for an email delivery rather than a PDF? I don't appear to have email as a delivery option after upload.

  • Avatar
    Jeremy Clarke

    @Nathan,

    Yes, you can use Word as your output as well and send it via email. Please take another look for me :)

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