Outputting Data with Templates

Word Templates
Our platform allows you to export Data in the layouts you want by using Microsoft Word templates.   If you already have Word documents that you have been p...
Thu, 21 Nov, 2019 at 2:34 PM
Excel Templates
Our platform allows you to export Data in the layouts you want by using Microsoft Excel templates.   If you already have Excel documents that you have been...
Thu, 18 Oct, 2018 at 10:48 AM
PDF Output Tips and Tricks
Avoid floating textboxes Word and Excel both allow you to insert textboxes that "float" on top of the page or spreadsheet. While these can be re...
Thu, 21 Nov, 2019 at 1:23 PM
Troubleshooting & FAQs
Can I use Word/Excel 2003? No.  We support .DOCX and .XLSX files only which means that Office 2003 formats (.doc and .xls) are not supported. Note that...
Thu, 21 Nov, 2019 at 2:35 PM
Image Sizing
To add an image, all you need to do is add the placeholder for the image field. However the system will size the image automatically and usually this is ...
Thu, 26 May, 2016 at 12:57 AM
Repeating Data
Many templates have a need to present repeating data.   Often the precise number of repeated answers will vary from data entry to data entry.   You can ad...
Thu, 18 Oct, 2018 at 10:50 AM
Built-in Data
Every form entry includes a number of built-in data fields that are available for use in your templates and connectors. Additionally we provide built-i...
Thu, 21 Nov, 2019 at 1:25 PM
Hiding Rows / Sections of Your Template
There are sometimes situations where you'd like to show or hide sections of your data template based on outcome of each Form entry's answers. F...
Thu, 21 Nov, 2019 at 1:22 PM
Dynamic Output using Form Formulae
The platform has the ability to evaluate formulae just like those you would use in your Forms. You can read all about what a formula is and how to creat...
Thu, 18 Oct, 2018 at 10:53 AM
Outputting Checkboxes and Other Special Characters (Unicode support)
Often you will have scenarios where you want to output checkboxes in your template with a tick or a cross corresponding to the answers in a Choices field of...
Thu, 21 Nov, 2019 at 1:26 PM