- Welcome to the Knowledge Base
- Introduction
- Training
- Desktop Environment
- Preferences
- Activities
- Cases
- Forecasts & Quotas
- Importing Data
- Leads
-
Marketing
- Introduction to Marketing
- Marketing Campaigns
- Mailing Lists
- Products
- Mailshots
- Upload Library
- Templates
-
Workbooks Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Gator Popup
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- Using HubSpot with Workbooks
- Event Management
- Compliance Records
- GatorMail Integration
- Opportunities
-
Integrations
- Mapping
- Electronic Signing Tools
- Creditsafe Integration
-
Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
-
Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- QuickBooks Online
- Survey Monkey responses to Tasks
- Multistep Zaps
-
Email Integrations
- Email Dropbox
- Workbooks Exchange Server Sync
- Workbooks Outlook Connector
-
Event & Webinar Integration Tools
- GoToWebinar
- ON24
- Microsoft Office
- Outreach
- Scribe/Workbooks Connector
- People & Organisations
- Reporting
- Dashboards
- Transaction Documents
- Auditing
-
Configuration
- Introduction to System Administration
- Users & Security
- Database
- Accounting
- Email & Integration
- Customisation
- Automation
- PDF Configuration
- Contact Support
-
Releases & Roadmap
- Roadmap
- December 2020 Release
- September 2020 Release
- April 2020 Release
- January 2020 Release
- September 2019 Release
- February 2019 - Event Management Release
- January 2019 Release
- October 2018 Release
- May 2018 Release
- February 2018 Release
- January 2018 Release
- November 2017 Release
- September 2017 Release
- June 2017 Release
- March 2017 Release
- December 2016 Release
- August 2016 Release
- January 2016 Release
- Workbooks Glossary
Word Add-in Tips and Tricks
Below we have outlined some helpful tips and tricks you may want to consider when creating the Template and Workbooks Report.
Word Template
When using tables, such as for the creation of Line Items use an unformatted table – this prevents any unwanted formatting being applied to values in the table when placeholders are filled.
When entering currency and numeric values into table cells set them to be right aligned so that tens, hundreds, thousands and so on align nicely.
When using a placeholder for a percentage value, manually add the % symbol after the placeholder as this will not pull through to the Word Document.
Consider using tables with hidden borders, this will help format and align text nicely and help space out information once the merge fields have been populated.
Placeholders within Text boxes will not bind. If you want text to show in a particular area of your document, you will need to use tables.
Credit Note amounts are stored as negative numbers and therefore require calculated columns to pull them through into the template as positive amounts.
Report
When creating the Report you may want to prefix the Report with something such as WORD in order to easily locate the reports associated to templates, alternatively you could apply a Template Category of “Word Add-in” as a means of locating them.
When building the Report, only apply criteria sparingly, try to create as simple Reports as possible so that they run quickly without criteria. More details on how to ensure reports run quickly can be found here
If you want dates in your template, they’ll automatically appear in the format “dd-mm-yyyy” for example “25-Dec-2020”. If you want to change the output style of the date use the advanced tab in the Report column and change display as “default” to display as “date” and then select the format you want to see it in.
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