Templates
Create dynamic DOCX templates
Merge [[variables]] into DOCX content while preserving {{fields}} for recipient input.
Document automation teams15 minutes
Before you begin
- A DOCX source document
- Values to merge at request creation
What you will complete
- A personalized DOCX workflow with generated preview pages
Author the DOCX
Use double square brackets for server-supplied variables and double braces for fields a recipient must complete.
Variables and signer fields
Agreement number: [[agreement_id]]
Customer: [[customer_name]]
Signature: {{Client signature;role=Client;type=signature}}Generate and validate
- 1Upload the DOCXCreate the template through the web UI or DOCX API.
- 2Supply variablesPass all required variable names when creating the submission.
- 3Inspect the rendered pagesCheck text wrapping, tables, headers, page breaks, and detected signing fields.
- 4Send only after validationUse representative long values in test mode to catch layout overflow.