Reformat dates and and numbers when using a Word template using the switch formulas below. To insert a formula: Ctrl+F9To update a formula: F9To toggle all formulas: Alt+F9*Personally, I’ve always preferred to update any formula changes by right-clicking and selecting ‘Update Field’. Description SFDC Value Ideal Format Switch Social...
Include quotations in IF statement
Problem: You want to include an IF statement in your Word template. The true statement includes quotations which are causing the IF statement to cut off the statement prematurely. For Example: { IF “Yes” = “Yes” “This is the “true” statement.” “This is the false statement” } Displays as:This...
Font Issues in Nintex Drawloop Document Generation
Nintex Drawloop Document Generation supports most fonts. If you are generating a document and the font is not being maintained try the solution below: Open your document in Microsoft Word Navigate to ‘Tools’ then navigate to ‘Options’ Select ‘Word Options’ Click the ‘Save’ tab Ensure the ‘Embed fonts in...
Use PDF Stamp for Easy Page Numbering
When your DocGen Package contains multiple Word templates with unique footers, adding page numbers can be time consuming. Save time by using the PDF Stamp feature to add page numbers throughout your generated document rather than editing each template file. Configuration: 1. Navigate to your DocGen Package. 2. Scroll...