Help Docs

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

1. Compliance or company related information at one place and want it to dynamically include in templates. Whenever there is a change it automatically reflects in all those templates, without any modifications to the template
2. Dynamically show product information/content based on conditions

Below help guide details 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 "Create a new paragraph" button.

Step2: Add relevant tags to the template

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

The marker for the content block is {contentblockid type=”paragraph”}. Note type=”paragraph”. 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 webform option (interactive) to populate template, you would see drop-downs of content blocks in the webform. Select from the drop-down to populate them into the template at run time.

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

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