This exercise will show you how to create a template using the most relevant placeholder: ValueOf. You will also learn how to connect to the Docati-service and test the template.
The prerequisites for these exercises are listed on the Quick-Start introduction-page.
The template you’re about to create in this exercise is, will show order data. This order data is located inside a data-file. You will need this data-file to test the template. You can download it here: http://static.docati.com/samples/order-basic.xml (you must save it to a local folder on your computer, you need it later).
To overcome this problem, you must enable editing first.
The document represents a template that could have been designed by your own financial department. It looks great, but finance guys don’t know much about document automation, so they did not add any Docati-placeholders and therefore it’s not ready for use yet. And that’s where you come in!
* Query specifies the location inside the data that specifies the company name. The format of this notation is either regular or advanced (XPath). For now we stick to regular queries. More information on queries can be found here.
There is only one way to find out if the template works correctly: by generating a document based on the template! We can do this by using the Generate button on the Docati-ribbon.
The Generate Document-dialog will pop up and requires you to specify an XML data-file to use. Select the order-basic.xml you downloaded earlier. You can set the output format as desired, however you must have the proper license to use a different format than Word (.docx).
You can now click on Generate document to have the service generate the document. The Docati-addin will generate the resulting document. Word will then display the document in read-only mode so you can check the results. It should look like this:
Besides the generated document, another window has popped up. This is the Processing Result Log. For each Docati-placeholder in the template that was processed, it displays information on the results, like the number of nodes matches in the data-XML. This will help you creating the correct queries for you template.
You created a new template, inserted and configured a Docati-placeholder, connected to the Docati-service and tested it. The resulting document may look far from impressive, but these are just the basics. In the next exercises we will explore more advanced scenarios.