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Default Document Preferences
Posted: Mon Apr 27, 2020 6:47 am
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.
Re: Default Document Preferences
Posted: Mon Apr 27, 2020 9:09 am
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.
Re: Default Document Preferences
Posted: Tue Apr 28, 2020 8:58 am
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.
Re: Default Document Preferences
Posted: Tue Apr 28, 2020 10:53 am
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.