FAQ

June 29th, 2009
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How do I associate a template to a specific list item?

In order for your list items to have a specific Document Template associated you need to add a SharePoint column with the name “DocumentTmplate” to that list. Additionally, please unsure you have created “Tempates” document library within a subsite your list is located.

“Templates” document library will contact corresponding MS Word Document that represent template for your list items. You may choose and upload as many templates and you wish to “Templates” document library.

Once you would like to associate a particular template to a list item – simply type in th file name of your template in “DocumentTemplate” field of you list item.

How can I have the same template for all the items in the list?

You can have the same template applied to the entire list – so that each list item uses the same template. In that case, ensure your list has a “DocumentTemplate” column added. Also, ensure you have created “Templates” document library. In this library upload your desired template with the name: “DocumentTemplate.docx”. That’s all that is required for your list items to open using this template. Word generator will pick the default template as soon as you select “Open as Dcument” command in the list item context menu.

I have a SharePoint Form library with InfoPath forms, how do I generate word documents from item within a form?

SharePoint Forms library is essentially a list with visual representation to show forms to users. By promoting form fields that you like to see in generated document – you expose them to the SharePoint Word Generator.
Once properties are promoted you need to follow additional steps below to complete the setup:

1. Log into your portal site and deactivate “Open as Document” feature within Site Features or Site Collection Features.

2. Log into your SharePoint server and open a command prompt (cmd).

3. Execute the following command: “C:\Program Files\Common Files\Microsoft Shared\web server extensions\12\BIN\stsa
dm” -o uninstallfeature -name GenerateDocument

4. Open the following directory on your SharePoint server : C:\Program Files\Common Files\Microsoft Shared\web server extensions\12\TEMPLATE\FEATURES\GenerateDocument

5. Open the following file in notepad or other editor: MenuItems.xml

6. Find the following configuration line RegistrationId=”100″ and change the value of “100″ to “115″.

7. Save the file and execute the following command in the cmd window you worked with before:
“C:\Program Files\Common Files\Microsoft Shared\web server extensions\12\BIN\stsa
dm” -o installfeature -name GenerateDocument

8. Log into your portal and activate “Open as Document” feature within Site Features or Site Collection Features.

My template placeholders are not populating with the list data

When creating your document template, please ensure you type the field names rather than Copy&Paste them from the SharePoint list or anywhere else. Copy&Paste adds extra formatting in a word document which can result in your field keywords not being recognized.

Also, if you have spelling&grammar enabled – MS Word may have highlighted your keywords as misspelled words – adding additional formatting to them as well. We recommend disabling spell and grammar check during template creation. Here is the short article on how to turn off spell and grammar check in Word 2007 - http://support.microsoft.com/kb/937422
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