Creating a Dynamic Document

Article Overview

The following article describes different ways to create a dynamic document.

Dynamic Document Options

(See Figure 1 and Figure 2)

A dynamic document has two options:

• Upload Document (1) - uploads an existing Microsoft Word document. 
• Create Dynamic Document (2) - opens a new empty Microsoft Word document for creating a dynamic document based on the Webflow and the data items (including Metadata).

Figure 1: Dynamic Document Options 1 of 2

After creating a new document for the first time or after uploading a document, the screen will display two new options:

• Edit In Office Word - opens the current uploaded document for editing in Microsoft Word. The document will be edited based on the Webflow and the data items (including Metadata).
• Change document - uploads a new Word document and overrides the previously uploaded one.

Figure 2: Dynamic Document Options 2 of 2

Uploading and Opening a Document

(See Figure 3 to Figure 5)

To upload and open a pre-existing Word file, perform the following steps:

Figure 3: Upload Document

1. Click the Upload Document button (1) and then select the desired file.

Result:

Additional options appear:

Figure 4: Edit In Office Word

2. Click the Edit In Office Word option (2).

Result:

The Word document opens with the Dynamic Document Editor (3):

Figure 5: EasySend Dynamic Document Editor

Adding additional Dynamic Documents

(See Figure 6 and Figure 7)

To add additional dynamic documents to the Documents tab, perform the following steps:

Figure 6: Adding a New Dynamic Document

1. Click the My Documents dropdown (1).
2. Click + Add New Document (2).

     Result:

     The Create New Document window appears:

Figure 7: Create New Document Window

3. Enter a Document Name (3).
4. Toggle the Create Dynamic Document switch to on (4).
5. Perform one of the following:
   1. If available, upload a new Word doc (5) and then click Create (6).
   2. If you want to start with a new, empty document, click Create (6).