Assembling a document from multiple templates
Applies to JungleDocs for SharePoint 2010-2019.
For a similar tutorial for JungleDocs for Office 365, click here.
JungleDocs is able to merge multiple smaller documents - we call them Small Parts - into a final document. Technically, Small Parts could be called templates, too, given that they contain pre-defined pieces of content. If you need slight variations of the same document, using Small Parts is often faster than creating a document from a template and then editing it manually.
To use Small Parts, you will need to create a library to store them. You will also need to configure the main document template accordingly. In this tutorial, you will learn how to:
- Create a Small Parts library
- Configure a JungleDocs rule to use Small Parts
- Configure a document template to use Small Parts
if you'd rather learn by watching, there's a video tutorial at the bottom of the page.
1. Create a Small Parts library
There are no specific requirements for this library. However, we strongly advise distributing your smaller documents across folders in the library. You can choose what folders to include in the document template configuration so that once you run JungleDocs, unnecessary folders will not be shown.
1. Click Settings > Add an app.
2. Select Document Library.
3. Enter the library name and click OK. Now you will have to create folders that will represent groups of items in the library.
2. Configure a JungleDocs rule
1. In the source library, open JungleDocs, click on the three-dot icon next to the rule that will be used for document merging, then click Edit From Existing rule.
2. Click Edit Base rule
3. Under Specify small parts library location, click Browse and select your Small Parts library.
4. Save the settings. Notice that the rule icon has changed, indicating that the rule has a Small Parts library assigned to it.
Now we can move on to the final step: configuring the template to include Small Parts.
3. Configure a document template
1. Select the rule you previously edited and generate a sample document. You can now start editing the template.
2. In the sample document, you will notice special content controls for the folders from your Small Parts library.
3. When you place these content controls in the template, they will be replaced by the content of the document(s) from the folder they represent in the Small Parts library.
4. Save template changes.
The rule is now configured to use Small Parts. To use it, open JungleDocs, click on the rule, check the boxes of Small Parts that you will need to in the final document, and click OK.
This video demonstrates the configuration required to merge documents in SharePoint using JungleDocs.