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Default Document Preferences

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Seth
Posts: 6
Joined: Mon Dec 02, 2019 5:40 am

Default Document Preferences

Post by Seth »

When I generate a document of an entity in WORD format, I would like to modify the WORD document produced.

How do I do that?

Thanks.
ZevToledano
Posts: 720
Joined: Fri Apr 03, 2009 2:29 pm

Re: Default Document Preferences

Post by ZevToledano »

The generated Word document is obviously editable. If you mean to make a change in the source, then you must open the Document Template in the Document Template Builder for changing dynamic Clay content, or open the file in an HTML editor for changing static content.
Seth
Posts: 6
Joined: Mon Dec 02, 2019 5:40 am

Re: Default Document Preferences

Post by Seth »

How do I open the file in an HTML editor. I only want to change the WORD document created (e.g. font, size, properties). Thanks.
ZevToledano
Posts: 720
Joined: Fri Apr 03, 2009 2:29 pm

Re: Default Document Preferences

Post by ZevToledano »

Again, it depends on the specific change you want to make and what element you are trying to change. See above regarding dynamic Clay vs static text content. All templates should be in your template folder (C:\DigitalClay\Templates\EN\ by default unless you changed the folder in your Options). They are regular HTML files. For static content you can use any HTML editor including Word or Notepad. For changing formatting, if it's static content you can use Word, or add CSS using any text editor. For formatting Clay content it depends very much on which element you are formatting. Some can be changed from inside Clay. Some from Word using Word formatting tools or HTML editor of your choice. Others would require knowledge of CSS.
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