Exporting SharePoint list items to Word

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

With JungleDocs you can export the whole SharePoint list view, or only the selected items, into a Word document using a pre-configured Word template. It's quicker than copying and pasting and gives you a lot more control over document style than default Excel reports.


Example

For this tutorial, we will take the Contacts list as an example.

Now, we open JungleDocs from the ribbon and navigate to the Reports tab. From here, we run the default Export list to Word rule, which requires no previous configuration.

And here's the result:


Template customization

Let's take a look at how you can automatically add some formatting to reports to make them more stylish. There are two ways to go about this: either to change the default template or to create a new rule with a new template.

To modify the default template

1. Click on the rule drop-down menu arrow, then click Edit Report Rule.

2. Under Document template, select Custom template.

3. Click Edit template.

4. Edit the template and save the changes.

5. Alternatively, you can click Manage custom template and then specify or upload another template to replace the default one.

To create a new rule with a new template

1. On the Report tab, select New Report rule.

2. Under Document template, select Custom template, then select Manage custom template.

3. Specify the template URL or upload one, and click OK.

Note: creating a new rule is the better way when you are storing all document templates in one place. You could use one configured report template in other lists, too.

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