Every organization needs to maintain important documents such as financials, legal contracts and agreements, resources and logistics, recruitments and various others. Such documents contain similar type of static content with dynamic values like dates, costs, names, numbers etc. Creating and modifying these documents every single time consumes a considerable amount of time and effort. Also, the chances of manual error cannot be eliminated altogether. Therefore, the need for Data or Report Templates.
The template layout can be created in Word which can contain static content as well as placeholder fields for dynamic values. When the template is processed by using DsWord API, it is bound to a data source which populates the placeholder fields with actual data and generates the final Word document with advanced layouts.
Lets take a simple example where a placeholder field is defined in mustache braces {{ }} in a template layout:
Hello {{ds.name}} <After Template processing> Hello John
Here, ds is the name of data source and John is the value in 'name' data field.
Some of the powerful features provided by DsWord Report Templates are as follows:
The DsWord template layout is a pre-defined and formatted Word document. It is used as an input to create the resultant Word document with required data from data source. In the following sections, you will find DsWord Report Templates being used in diverse use-cases.
The below examples use short notation for template tags. To know more about short notations, refer Template Tags.
In this use case, we have created a template layout in Word for House Rental Agreement which contains placeholder fields for all the dynamic values like, the landlord's, tenant's and rental information. The value of placeholder fields is populated by the data source upon template processing. Notice that the currency and date formatters are also used for relevant fields.
You can also download the Template layout used in below example.
The Rental Agreement generated after template processing from the above Template is given below:
In this template, a Consulting Agreement has been set up between the Consultant and Client. The generic content of the agreement is kept static whereas the dynamic content like consultant and client details, dates, scope of work is incorporated as placeholder fields.
You can also download the Template layout used in below example.
The Consulting Agreement generated after template processing from the above Template is given below:
This use case depicts a template for Lease Agreement between Lessee and Lessor as two parties. The placeholder fields are defined for unique information about the parties which is replaced by actual data from data source after template processing.
You can also download the Template layout used in below example.
The Lease Agreement generated after template processing from the above Template is given below:
In this example, we have created a template layout for address label in Word which contains placeholder fields for dynamic values like, name, address, state and phone number. These address labels need to be created for various people of an organization. Hence, the address label template is batch processed so that a separate document is created for each data source item.
You can also download the Template layout used in below example.
The Address labels generated after batch processing of template are given below:
