Coming soon: Your brand new Help Center & Community! Get a sneak-peek here

Document templates

In this article

    Here is a brief overview of how to use the variables in the templates:

    With Office 2007 and newer you need to use {name} and no blank characters as these files are actually xml files.

    In most applications (such as Word or Excel), variables must be enclosed in angle brackets and you must add enough blank characters for the whole field content, for example: <name                                >

    For unicode templates for Office 98-2003 and also other document templates as txt, ics, sxf you may use these (but not in any URLs):

    ≤ and ≥
    (Alt + 8804 and alt + 8805)

    This tag should replace the special tags for Czech and Polish in Unicode templates. The special tags must still be used in czech and polish ANSI templates.

    The whole variable must be formatted using the same font and font size

    You can mix normal text and variables in the template document: For example, you can enter template variables which retrieve a company's name and address, type in standard text for the body of the letter and enter the variable for our company to conclude the letter.

    You can also use fill characters in the template document

    You can also use template variables in URL and filename strings in the Application list. In this case you do not need to use fill characters- For example, you can define an application button to launch the program "MAGIC.EXE" with the parameter "company={name}".

    The template variables used in, for instance, documents and addresses are output in lower case and get the text exactly as stored in the database by default. Setting the preference "Functions" - "Use case-sensitive template variables" will change the text to uppercase for all or just the first letter, depending how the template variable is input