The Document Assembler lets you insert the content of one file into another file. This is useful if you want to assemble a document using pre-defined pieces of content. For example, when assembling contracts you can store standard clauses and insert the appropriate clauses into the contract you are assembling.
A library administrator must configure the Document Assembler.
Note: Application Platform customers have access to the Document Assembler. To access the article explaining how to configure the Document Assembler, contact your AODocs sales representative or send an email to sales@aodocs.com.
This article explains how to use the Document Assembler to:
Automatically generated table of contents
Create documents containing the content to insert
Prerequisite: A library administrator must create a category and properties in the library administration.
Create one document for each category value. In our example, for our new "Publicity" clause, we need to create two clause documents:
- one containing the text for the "Publicity allowed" option
- one containing the text for the "Publicity not allowed" option
Note: A category can have any number of values.
2. Click the New button and select the document class corresponding to files to insert. A new document opens in create mode.
3. Enter a name for your document.
4. Select a value for the category. In our example, we selected "Publicity allowed" for the "Publicity" property.
5. Under Attachments, add an attachment containing the content to insert. In our example, we added a Word document containing the "Publicity not allowed" clause.
Important: The file format must be either a Google document or a Microsoft word file.
Learn more about how to add attached files to documents in libraries using the various storage platforms.
Learn more about the limitations concerning the type of content you can use.
6. Save your document.
Note: If you're not using Google Drive as a storage platform, you must save your document first then add the attachment.
7. Transition the document to the workflow state that is required to run the Document Assembler. In our example, the document must be in the "Validated" state.
Repeat this procedure for each file to insert.
Add placeholders in the document to assemble
1. Open the attachment of the document you want to assemble.
Note: The attachment must be of the same type as your files to inert (Google or Word).
2. Add one or more placeholders at the positions where you want the content to appear when you assemble your document. The format of the placeholders is:
${insertDocument#propertyname}
where propertyname is the name of the Category property (in our example, "Publicity" and "Confidentiality").
Tip: We recommend typing the placeholder manually rather than using copy-paste. The placeholder must have strictly consistent formatting (font type, size and style).
Assemble your document
1. Open a document containing one or more placeholders. Learn more: Add placeholders in the document to assemble.
2. If not already done, define a value for each Category property corresponding to your placeholders. In our example, we selected the clause "Publicity allowed" for the "Publicity" category and "Supplier NDA" for the "Confidentiality" category.
2. Open the jigsaw menu and select the option to run the Document Assembler.
Note: Your library administrator has customized the text to correspond to your use case.
The content of the files is inserted in your document at the position of the corresponding placeholders.