Documentation

You can use a MS Word formatted template in the printing options. It allows you to create your own document with placeholders to be replaced with item column values.

1. Create a Word document using any formatting you want. Just make sure to sprinkle in placeholders for values (simply column names surrounded by double square brackets).

2. Enter Ultimate Forms, switch to Print, create or modify a print template based on Item (we currently only support document generation for single item templates) Note: you need to select at least one field from your list here. That is what will show on the print preview. 

3. As long as Type is set to Item, the new Word tab will appear. Switch to that tab and toggle Use MS Word template on:

4. Click on Upload and choose your Word template file, then save the profile
5. Return to list/library, select an item you want to print, click on Print.
6. Then click on the Word icon in the top right corner
7. A new Word document will be generated and downloaded to your computer

8. As you can see, the placeholders were replaced with actual column values from the item, while the layout of the template was fully preserved. Even associate fields, with simple types, are supported.

IMPORTANT: When you create your template, make sure not to add any styles within the placeholder itself, always surround it with styles, so the Print component is not confused by any unexpected characters within the column name. If you see that your placeholder does not get replaced, try to clear any styles by selecting the text in Word and using the menu bar to clear formatting.

NOTE: Enriched multi-line text fields fields are not supported in this template. Associate Items with enriched multiline text will not be supported.

For Actions integration see the following link under Actions > Action Types > Print List Items