Document Templates in SnapApp allow you to automate the creation of professional DOCX or PDF files (such as contracts, invoices, or reports) by merging static document layouts with dynamic system data.

Table of Contents

• Overview
• Configuration Steps
• 1. Create the Template File
• 2. Upload to SnapApp
• Substitution Rules
• Basic Field Substitution
• Advanced Logic and Looping
• Template Formatting Tips
• Usage and Output

Overview

A Document Template serves as a blueprint. You design the visual layout in a standard word processor (like Microsoft Word) using special substitution tags, then upload it to SnapApp where the Document Generation Action replaces those tags with live data from your records.

Configuration Steps

1. Create the Template File

• Open Microsoft Word or Google Docs and design your document.
• Insert Substitution Rules (see below) where you want dynamic data to appear.
• Save the file as a .docx format.

2. Upload to SnapApp

• Navigate to Settings > UX > Templates.
• Click + Add New in the header.
• Set Source to Document.
• Click the upload icon to select your .docx file.
• Toggle Active to ON and click Save.

Substitution Rules

SnapApp supports a variety of patterns to pull data into your documents.

Basic Field Substitution

Use double square brackets to insert values from the current record:

• [[id]] - The unique Record ID.
• [[name]] - The primary label or name field.
• [[created_by.email]] - The email of the user who created the record.

Advanced Logic and Looping

For complex data structures (like listing items in an invoice), use “START” and “END” tags:

• Looping Child Records:

<<START:tasks>> Task: [[subject]] (Status: [[status]]) <<END>>

• Conditional Content:

<<IF:ISBLANK([[image]])>> No image available. <<ELSE>> [[IMAGE:image]] <<ENDIF>>

• External Object Selection: Pull data from objects not directly related to the trigger record: <<START:SELECT('accounts','*','id',[[account_id]],dictionary=True)>> Account: [[account_name]] <<END>>

Template Formatting Tips

Usage and Output

Once your template is active, it can be utilized in a Document Generation Action within a workflow. You can specify the output to be either:

1. PDF: A non-editable, professional format.
2. DOCX: An editable version for further manual adjustments.

Files can be stored directly in a File Field or as a record Attachment.

Thank you for following these steps to manage your Document Templates effectively. If you have any questions or need further assistance, please don’t hesitate to reach out to our support team. We’re here to help you make the most out of your SnapApp experience.

For support, email us at snapapp@bluevector.ai