Guides related to Templates and the Word Add-in
Help Guides provide in-depth explanations of key features, with step-by-step detail, to help you get the most from your automation.
Content Controls Help Guide
Content Controls in Word are used by Smarter Drafter to insert and format data from questionnaires, apply conditional rules, manage repeating data, handle checkboxes, insert company details, images, and e-signature placeholders, and connect attachments with documents. Each type of content control is colour-coded to indicate its function, such as formatting, checkboxes, repeats, snippets, uploads, conditional rules, e-signatures, and standard fields. When building templates, placeholders can be customised for clarity, and formatting rules determine whether empty fields leave behind spacing or are fully removed.
Templates and the Word Add-In Help Guide
A template is an automated Word document that uses content controls to insert data from Smarter Drafter forms, ensuring documents follow drafting, branding, and styling guidelines. To build a template, you need the Word Add-In installed, the Developer Tab enabled, Design Mode turned on, and paragraph marks revealed so the structure and formatting of content controls are clear. The Smarter Drafter Word Add-In provides a side-pane with tools for inserting fields, applying conditional rules, accessing additional features, and testing the automation to ensure the form and template are correctly linked.
Create a Simple Template Help Guide
Creating a simple template starts with preparing a precedent in Word (.docx), linking it to a form, and ensuring the Word Add-In is enabled to display fields, rules, and builder tools. Automation involves inserting fields into the document, customizing placeholders, checking field IDs, and running tests in the Word Add-In to confirm all required fields and rules are properly used. Once complete, the template is uploaded to the form, tested through previews and submissions, and can be updated or replaced as needed to refine the generated documents.