The file templating service lets you replaces placeholders in Google documents, Google spreadsheets, Google slides, Word files and PDF forms with properties (metadata) – for example, system or custom property values.
Note: Application Platform customers have access to the file templating service. To access the article explaining how to configure the file templating service, contact your AODocs sales representative or send an email to sales@aodocs.com.
1. Create or open a document in the document class which has the file templating service available.
2. In your document, make sure the properties used in the file templating service have values.
In our example, the following properties are used in the file templating service:
- Policy ID
- Quality manager
- Site
- Tech manager
3. Open the custom actions menu and run the file templating service.
In our example, the AODocs document has three Google file attachments. They all contain placeholders for the file templating service.
When you run the file templating service, the placeholders are replaced with the values of the corresponding properties.
Note: The script skips any non-compliant attachments.
Placeholders in an attachment
Placeholders replaced with values in the attachment