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

While populating XML/Excel/JSON data, include paragraph id in your data for dynamic population. The system also supports external paragraphs population. In this case instead of paragraph id, include the URL of the content block. Another USP of the system is BLOB population.

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.

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