I. Template Capabilities

• Supports Word templates for printing (independent of the template designer). You can directly upload Word documents as printing templates.
• Use the variable generator to create variable codes, which can be inserted into documents for easier and faster table style adjustments.
• Supports setting the data range for printing (beta feature: offline Word/Excel templates allow defining the scope of related list data for printing).
• Printing supports signature fields, headers, footers, and page numbers. Additionally, we’ve expanded related object functionalities to now include image fields and signature fields. Users can customize their width and height using the <label></label> tags. Default settings: width = 50px, height = 0px.
• Supports custom naming for downloaded print template files.

II. Creating a New Word Template

• Create a Template:
  To use a Word template, click [New Word Template] on the left to begin. (Figure 1)

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Figure 1: Create a Template

• Set Template Basic Information: (Figure 2)
  • Template Name: Customize the template name.
  • Associated Object: Select the related object to download a preset Word template (or create your own in Word).
  • Scope: Define which employees can use the template.
  • Download Filename: Supports custom naming for downloaded print templates.
    • Allows combining custom text, object fields, and manual input (e.g., (Account Name)2022(Gender)).
    • Unsupported fields: Images, Files, Large Files, Signature Fields, Payment Components, Check-in Components, Location Fields.
    • If left blank, the default naming logic applies: Object Name - Primary Attribute.
    • If only one variable is entered and it’s empty, the default naming logic applies.
    • Filename cannot contain these characters: /:*?"<>|.
  • How to Create a Word Template: View the guide for creating Word templates. (Figure 3)

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Figure 2: Set Template Basic Information

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Figure 3: How to Create a Word Template

• Edit Word Template: (Generate variables using the variable generator and paste them into the Word template.)
  • Generate Variables: Click [View Variables] or [How to Create a Word Template] to generate variables for offline editing. Copy and paste them into the document (ensure variables are intact for proper functionality).
  • Variable Types: Includes [Related Object List Variables] and [Field Variables] (the former refers to variables from objects related to the current one).
  • Set [Related Object List Variables]: (Figure 4)
    • Select the associated object for the template.
    • Choose the Record Type: If not selected, all record types are included by default. If selected, loop codes must distinguish between record types.
    • Sorting: Ascending/descending (default: descending by the object’s “Last Modified Time” field). Customizable.
    • Filter Data Range: Click [+Add Condition] to apply filters (up to 5 conditions). Filters can use any field of the selected object. The system automatically enables “OR” logic based on resource availability.
    • Dynamic Pseudo-Code: Filter conditions update the pseudo-code in real-time (beta feature: requires enrollment to use).
    • Copy and paste the generated code into the Word template. (Figure 5)
  • Set [Field Variables]: (Figure 6–7)
    • Copy and paste the generated field variable codes into the Word template.
  • Upload Template: (Figure 8)
    • After editing, upload the template. Supported formats: .doc and .docx (max 10MB).

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Figure 4: Set [Related Object List Variables]

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Figure 5: Paste [Related Object List Variables] Code into Word Template

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Figure 6: Select [Field Variables]

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Figure 7: Paste [Field Variables] Code into Word Template

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Figure 8: Upload Template

III. Template Operations

• Edit: (Figure 9)
  Same as creating a new template.
• Set as Default: (Figure 9)
  Templates marked “Default” in the list will be used automatically for printing.
• Delete: (Figure 9)
  Remove unused templates (system-preset templates cannot be deleted).

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Figure 9: Template Operations