Run the file templating service

The file templating service is a service which replaces placeholders in Google files, Word files and PDF forms by:

  • metadata – for example, system or custom property values

or

  • the content of a Google document

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

In addition, there is a custom placeholder "SiteInspection" to insert the content of a Google file into this attachment.

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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. 

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When you run the file templating service, the placeholders are replaced with the values of the corresponding properties and the custom placeholder is replaced with the content of the specified Google file.

Note: The script skips any non-compliant attachments.

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