Help Docs

EDocGen supports the dynamic population of content blocks into your templates. This is useful if you want to

1. Have compliance or company-related information in one place and want to dynamically populate them into templates. Whenever there is a change in this information, it automatically reflects in all related templates, without any modifications to the template.
2. Dynamically show product information, sections/sub-sections based on conditions.
3. Populate RTF/DOCX documents stored in the database as a blob.

Below help guide details on how to populate content blocks (paragraphs) into your DOCX and PDF templates.  

Step1: Upload Content Blocks

Under template, there are two sub-tabs for paragraphs & images. Click on the paragraph. You can Upload new content blocks by clicking the "Create a new paragraph" button.

Step2: Add relevant tags to the template

Open your Word/PDF editors and add the following markers at the place where you want the paragraph(s) to be embedded.

The marker for the content block is {>paragraphid}. This helps EDocGen to identify a content block. "Contentblockid" is the name you give to the content block. It has to be a single word.

Ex: company_info

   commoncontent

Step3: Populate content blocks

If you are using the webform option (interactive) to populate the template, you would see drop-downs of content blocks in the web form. Select from the drop-down to populate them into the template at run time.

While populating XML/Excel/JSON data, include paragraph id in your data for dynamic population.

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