Using Small Parts

Applies to JungleDocs for SharePoint 2010-2019.
For a similar tutorial for JungleDocs for Office 365, click here.

In this JungleDocs tutorial, you will learn:

  • What Small Parts are
  • When to use them
  • How to create a Small Parts library
  • How to order Small parts
  • How to use Small Parts to create documents

  • About Small Parts

    Small Parts are pieces of content that can be put together to quickly assemble a new and unique document. You can also think of Small Parts as templates that you can merge into a larger file.

    Things to know about Small Parts:

    • Small Parts are Word or PowerPoint documents
    • A Small Part contains a frequently used and specific bit of information (e.g., product details, company history, introduction)
    • Small Parts are stored in Small Parts libraries on your SharePoint
    • You select Small Parts by checking boxes when running a JungleDocs Rule

    For any document that has to be created often – such as invoices, quotes, reports etc. – Small Parts are an easy solution. You split up texts that you use often for document creation into smaller parts (i.e., Small Parts). Once you have done that, you can use JungleDocs to select which of these parts you want to use to create a new and unique document. You do this by checking boxes.


    Creating a Small Parts library

    Small Parts are stored in the Small Parts library on your SharePoint. You create it in the same way you would create a normal document library. We recommend creating folders for different sets of Small Parts within the library. In this way, you will only see the relevant folders when running a JungleDocs rule.

    1. On the site, click Settings > Add an app.

    2. Select Document Library.

    3. Name the library Small Parts. Inside this library, you can create folders that will hold your Small Parts. A good way to structure these folders is by the documents they contain.

    4. Add documents that contain the Small Parts that you want to use to the folders.

    5. Link your Small Parts library to a certain JungleDocs rule (see How to use Small Parts to create documents step below).


    Small Part ordering

    By default, Small Parts are ordered by the Name column. However, if you would like to customize the order of your Small Parts, you can add a SmallPartOrder column to your Small Parts library to order them by this column. It is recommended to use Number type column, but other sortable types also work.

    1. Create a Number type column in your Small Parts library. Column internal name should be SmallPartOrder, but the display name can be different.

    2. Assign values to your Small Parts folder documents to order them. If you assign equal values, JungleDocs will first order your SmallParts by SmallPartOrder column, then by the Name column.

    3. Optionally, you can customize your Small Parts library view to correspond to JungleDocs ordering. First, sort by the Column SmallPartOrder, then sort by the column Name.


    Small Part flags

    You can change Small Part placeholder syntax to add additional properties, or flags, to Small Parts when running a JungleDocs rule. Small Part flags control whether it is optional or mandatory to select a Small Part from a Small Part group, and can limit the number of selections.

    Syntax

    Small Part:Name Regular Small Part syntax.

    Small Part (Single):Name Only one Small Part from the group can be selected via radio buttons. Alternatively, you can skip the selection altogether.
    Small Part (Required):Name At least one Small Part from the group has to be selected. If you do not make a selection and proceed to create a document, a warning notification appears and the required Small Part groups turn red (see the image below).
    Small Part (Single, Required):Name Only one Small Part from the group has to be selected.

    Example

    The Small Parts from the picture below are configured as follows:

    Small Part (Required):About EnovaPoint

    Small Part (Required):Discounts

    Small Part (Required):EULA

    Small Part (Single, Required):JungleDoc Prices


    Using Small Parts to create documents

    There are three steps for creating documents with Small Parts.

    1. Add Small Parts to the Small Parts library (see the Creating the Small Parts library step above).

    2. On the JungleDocs rule that you want to use Small Parts with, click Edit template.

    3. Add Small Parts to the template by adding content controls. In the Tag field, enter Small Part: Folder Name (for example, Small Part: Company).

    3. Assign the document template to a JungleDocs rule. There are two ways to do this.

    Method 1: modify an existing template

    1. Navigate to the source list or library that you will use to create your documents, and launch JungleDocs.

    2. Select the rule you want to edit the template for. Click on the drop-down menu arrow and click Edit template .

    3. After editing, click File > Save.

    Method 2: modify a template when creating a new rule

    1. Create a new JungleDocs rule.

    2. Go to rule settings. Under Document template, select Custom templateand upload a pre-edited template. Alternatively, you can select Edit templateto edit the default one.


    Example: creating a quotation

    In this example, we will create a quotation for a new client with Small Parts.

    1. First, we navigate to the SharePoint list where we store our client company data.

    2. Now we select the company for which we want to create a quotation, e.g., Contoso. Then we open JungleDocs from the ribbon.

    3. We can now select the JungleDocs rule we need. In this case, we have already configured the quotation rule to be used with Small Parts.

    4. Once we click on the rule, JungleDocs will open an options menu where we can select the Small Parts we want to be included in the actual quotation. 5. After we finish walking through the steps, JungleDocs will create our document using the Small Parts we have selected.

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