Microsoft Word Templates and Mail Merge Fields

You can generate forms, reports, and documents from Word templates that you create with special Newforma field tags and Microsoft Word mail merge fields from Project Center and the Newforma Contact Directory,. The data from an XML file is placed into these fields and formatted.

These Newforma Word templates enable you to:

●        Design form templates in Microsoft Word, using Newforma field tags and Word standard mail merge fields;

●        Define regions in the document that expand or repeat, such as table rows;

●        Define optional regions that are only displayed if there is corresponding data in the XML file;

●        Insert checkboxes for true/false values;

●        Insert hyperlinks and images.

Newforma supplies Word .docx templates for all project item types. These templates are used when generating transmittals and for View Form tasks. A Word template is also provided for all notifications:

●        GenericNotification.docx - This template is used for all Newforma email notifications.

●        AccountNotificationEmail.docx - This template is used to notify external users of their Info Exchange username and password.

●        InternalAccountNotificationEmail.docx - This template is used to notify internal users of their username and password.

●        ResendLoginInfo.docx - This template is used to re-send login information to users.

●        AutoUpdateClientNotification.docx - This template is used for the automatic client update email notification.

The supplied .docx templates are the default Project Center templates (except for the transmittal template). If you do not want to use them as the default, simply rename them, which will make the original .XSL templates the default templates used by Project Center.

Newforma Word templates are comprised of various elements including:

●        Fields;

●        Sections in the document that expand or repeat, such as table rows;

●        Optional sections that are only displayed if there is corresponding data in the XML data source;

●        Checkboxes for true/false values;

●        Hyperlinks;

●        Images;

●        And much more!

Building your forms in Word is similar to building templates that employees would otherwise fill out manually. Here are some of the features you may choose to use within Word for building your templates:

●        Headers and Footers (including second page headers and footers) to show logos, address tags, and other firm-identifying information;

●        Tables for positioning information in compliance with firm graphic standards;

●        Adjusting page margins, orientation, and size (including international A4/A5 sizes) according to firm graphic standards;

●        Word Styles for ensuring maximum graphics compliance.

Microsoft Word templates are stored on the Project Center Server machine in C:\Newforma\Templates\Twelfth Edition.

Although Microsoft Word is necessary to edit and create templates, it is not needed to view forms or reports generated from Word-based templates.

Getting started using Microsoft Word templates

The following topics explain how to create, edit, and use Microsoft Word templates:

●        Modify the Supplied Microsoft Word Templates or Create New Word templates

●        Basic Form Template Modification

●        Advanced Form Template Modification

●        Understanding Newforma Field Tags

●        Troubleshooting Forms

Create and generate form letters

To create and generate form letters from the Newforma Contact Directory, refer to the following topics:

●        Create a Form Letter

●        Generate a Form Letter

Report and Form Template Files and Sub-Folders Reference Guide

Use the following topic as a reference for template file sub-folders, usage, formats, and naming.

●        Report and Form Template Files and Sub-Folders Reference Guide

NF tag reference guide for forms

NF Tags are MERGEFIELD type Word Fields. For Newforma mail merge functionality, refer to the following topic for available tag options and their usage:

●        NF Tag Reference Guide for Forms