Knowledge Source

DocGeneration Processes

• Merging Explained
• Smart Template
• Merged Document/Presentation (output file)

Starting in SharePoint

• Template Repositories
• SharePoint User Permissions
• The Template Gallery

Installing the Product Add-In

• Automated updating of the Add-in
• Uninstalling the Product Add-in
• Installing the Product Add-In

Creating Templates

• Creating a Template
• Creating a Default Base Template
• Creating a Custom Base Template
• Creating a Template based on a Custom Base Template
• Creating a Template based off a Document or Presentation

Migrating Templates

• Migrating Templates Explained
• Exporting Templates
• Importing Templates

Template Initiation

• Template Initiation Explained
• SharePoint List Event
• External System Call to SharePoint
• Document Assembly Wizard
• External System Call to Merge Server
• Workflow Process

Data Sources

• Data Sources Explained
• Editing and Deleting a Data Source
• The Default Data Source
• Template Association
• SharePoint Data Source
• Web Service Data Source

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Data Tags

• Data Tags Explained
• Inserting a Data Tag into a Template
• Inserting a Table Tag into a Template
• Removing a Data Tag from a Template
• Finding a Used Data Tag in a Template
• Formatting a Chart

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Data Source Modification

• Calculated Tags
• Total Tags
• Editing a Tag
• Deleting a Calculated or Total Tag from a Data Source

Content Sections

• Static and Dynamic Explained
• Content Sections Explained
• Example of Refreshing a Content Section
• Adding a Content Section to a Template
• Static Content - Word Documents/PowerPoint Presentations
• Static Content - Template Gallery

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Document Assembly Wizard

• Document Assembly Wizard (DAW) Explained
• Wizard Content Section Settings
• Static Content Placeholder
• Filtered Content Placeholder
• Supporting Content Placeholder
• Using the Document Assembly Wizard

Business Rules

• Business Rules Explained
• Configuring and Adding a Business Rule to a Template
• Re-using a Business Rule
• Complex Business Rules
• Nested Business Rules
• Editing and Deleting a Business Rule

Dynamic Styles

• Dynamic Styles Explained
• Using Business Rules in Dynamic Styles
• Configuring Word Styles in Dynamic Styles
• Adding a Dynamic Style to a Template
• Re-using a Dynamic Style
• Editing and Deleting a Dynamic Style

Repeating Sections

• Repeating Sections Explained
• Adding a Repeating Section to a DocGeneration Template
• Adding a Repeating Section to a SlideGeneration Template
• Editing and Deleting a Repeating Section

Lock Sections

• Lock Sections Explained
• Adding a Lock Section to a Template
• Editing and Deleting a Lock Section

Template Properties - Settings

• Standard Settings
• Advanced Settings
• Permissions

Template Properties - Storage

• DocGeneration Document Settings
• SlideGeneration Document Settings
• Location Options
• Field Mapping

Template Properties - Events

• On-completion Event
• Configure Event

Sign-In / About

• Sign-In Explained
• Windows Based Authentication
• Forms Based Authentication
• Claims Based Authentication
• SiteMinder Authentication
• Advanced Proxy Settings

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Merging Templates

• Testing a Template
• Assembling a Template from a SharePoint List
• Bulk Merging