In Docfield, it is possible to import Word documents into Docfield Templates. When a Word document is formatted correctly, the chance of import errors is smaller, and further formatting the template in Docfield takes much less time. Importing the template follows some simple guidelines.
The video below explains this briefly. This is still an old interface, but the principles are the same.
In Word, there is the ability to give the document a structure through headings. These headings go from Heading 1 to Heading 9 in Word. Our application looks for these headings to create the correct structure. This looks like this:
- Heading 1 -> Chapter
- Heading 2 -> Paragraph
- Heading 3 -> Sub-Paragraph
- Heading 4 -> Sub-Sub-Paragraph (rarely used).
When the Word document is structured this way, our application will copy it correctly. All other elements (text, tables, lists, and pictures) will be taken over automatically. While importing, it is also possible to create smart fields. You do this the following way:
{{smart field name | description}}
It is important here that the smart field has two curly brackets on each side {{ }}. A description is not required, but can be added using a separator "|".
A few more things that are important to pay attention to in the Word document:
- no front page and table of contents (these can be added later in Docfield)
- no attachments present (these can be uploaded later as PDF files)
Furthermore, only the 'body' text is included. Headers/footers, page no's, etc. can be added later in Docfield.
Below is a test document which is formatted according to these guidelines.