Feathery Docs
HomeCommunityGitHub
  • Platform
    • Quickstart
    • Form Fields
      • Hidden Fields
      • How to Set Field Values
      • Link Fields Across Forms
      • Custom Field Input Format
    • Build Forms
      • Elements
        • Basic
          • Container
          • Button
          • Text
          • Progress Bar
          • Image
          • PDF Viewer
          • Video
          • Table
          • Tooltip
        • Fields
          • Address
            • Street Address Line 1
            • Street Address Line 2
            • City
            • State
            • Country
            • Zip Code
          • Button Group
          • Checkbox
          • Checkbox Group
          • Color Picker
          • Combobox
          • Dropdown
          • Dropdown Multiselect
          • Date Selector
          • Time Selector
          • Email
          • File Upload
          • Matrix
          • Number
          • Password
          • Picture Choice
          • Pin Input
          • Phone Number
          • Radio Group
          • Rating
          • Signature
            • Legally Binding Signatures
          • Slider
          • Social Security Number
          • Text Area
          • Text Field
          • Payment Method
          • URL
        • Custom HTML, JS, CSS, and Iframes
        • Custom Fields
      • Design
        • Reuse styles and elements
          • Styling
          • Assets
        • Alignment and Spacing
        • Sizing Forms and Elements
        • Responsive Layouts
      • Actions
      • Logic
        • Navigate Steps Conditionally
        • Show Elements Conditionally
        • Custom Field Validation
        • Available Conditions
        • Display Dynamic Text
        • Dynamically Repeating Containers
      • Advanced Logic & API Connections
        • Visual Rule Builder
          • Connect to API Action
            • Salesforce API Connector
          • Set Field Value Action
          • Navigate Step Action
          • Set Field Error Action
          • Open URL Action
          • Set Calendly URL Action
        • Javascript Rule Builder
          • API Connections in Code
          • Trigger Integrations from Logic
          • Reusable Logic Configs
        • Examples
          • API Connectors
            • Dynamic dropdown options
            • Dynamic form navigation
            • Pre-fill form from Salesforce
            • Pre-fill form from Hubspot
            • Pre-fill field options from Google Sheets
            • Generate ChatGPT Message
          • Field Validation
            • Complex Field Validation
            • Date and Time Validations
          • Initialize Date Field
          • Dynamically set field placeholder
          • Randomize Field Option Order
          • Update field options based on previous selection
      • Integrations
        • Event Triggers
        • Examples
          • Upload Files to Google Drive
      • Dev & Staging Environments
    • Launch Forms
      • Embed Your Forms
      • Custom URLs & SEO
      • User Tracking
      • Completion Criteria
      • UTM Parameters
      • Accessibility Standards
      • Analytics
      • A/B Testing
      • Offline Mode
    • Document Intelligence
      • Review Extractions
      • Post Processing
      • Supported Document Types
      • Prompting Guide
      • Examples
        • Investment Report
    • Document Autofill & Signatures
      • Autofill Document Templates
        • PDF Autofill
        • Word Doc Autofill
          • Dynamic Tables
        • Excel Autofill
        • InDesign Autofill
      • Signature Workflows
        • Signature Notifications
        • Access Signed Documents
        • 21 CFR Part 11 Compliance
      • Export Form Submission PDF
    • Workflows
      • Collaboration
        • Email Invite
        • Start Directly
        • Anonymous Starts
      • Review, Edit & Approve
      • Unique Submission Links
    • Enterprise Compliance
      • Security and Privacy
      • Reliability and Performance
      • Document Management
      • Data Sovereignty
    • International Forms
      • Translate Forms
      • Right to Left (RTL) Support
      • International Form Fields
    • White Label Feathery
      • Build Custom Form Fields
      • Offer Custom Form Templates
      • Custom Dashboard Domain
    • Account Settings
      • Managing Your Team
      • Permissions and User Groups
      • Account Attributes
    • FAQs
      • Account & Billing
  • Guides
    • Verify Submissions & Prevent Spam
    • Build a Login or Verification Flow
      • Connect an Auth Integration
      • Add Auth Methods
        • Email SMS Code
        • Email Magic Link
        • Phone Number Verification
        • Social Logins
          • Google
          • Amazon
          • Apple
          • Bitbucket
          • Coinbase
          • Discord
          • Facebook
          • GitHub
          • GitLab
          • LinkedIn
          • Microsoft
          • Slack
          • Twitch
          • Twitter
      • (Optional) Require Auth for Onboarding Steps
      • (Optional) Add Login Flow to Your Site
        • Feathery-Hosted (Recommended)
        • Embed Login Flow
          • Login Embed Tutorial
    • Build a Payment Flow
      • Connect to Stripe
      • Select Products or Plans
      • Collect Payment Method
      • Purchase Products
    • Send Custom SMS Messages
    • Salesforce Picklist Options
  • Developers
    • React SDK
      • API Guide
        • init()
        • <Form>
          • contextRef
          • Event Handlers
            • onSubmit()
            • onLoad()
            • onChange()
            • onAction()
            • onError()
            • onFormComplete()
            • onView()
          • Custom JSX Components
          • PopupOptions
          • initialLoader
        • getFieldValues()
        • setFieldValues()
        • updateUserId()
        • Login API
          • <LoginForm>
          • useAuthClient()
      • Inline vs Popup Form
    • Javascript SDK
    • Context API
      • Field Object
      • field.setStyles()
      • Deprecated Context API
    • REST API
Powered by GitBook
On this page
  • Creating the Word Doc Template
  • Conditional Logic
  • Embed Images
  • Set Template Field Values
  • Document Workflow

Was this helpful?

  1. Platform
  2. Document Autofill & Signatures
  3. Autofill Document Templates

Word Doc Autofill

Automatically fill and route Word doc templates from your form submission data

PreviousPDF AutofillNextDynamic Tables

Last updated 7 months ago

Was this helpful?

If you use a Word doc template, you can include variables in your document via double-curly brace syntax ({{Field1}}). Feathery will automatically replace variables with the corresponding field value when you fill them out.

Fields can only contain letters, numbers, and underscores when being used in Word Doc Autofill. Other characters may cause the generation to fail by reading the field name as a formula instead.

Creating the Word Doc Template

Feathery supports for advanced use cases such as conditionally showing/hiding sections, generating sections in a loop, formulas, and more.

Conditional Logic

You can support conditionally showing or hiding any content / pages using the {%p syntax show below:

{%p if display_paragraph %}
One or many paragraphs
{%p endif %}

In this example, we have a checkbox field called display_paragraph in our form that is either true or false.

The first and last paragraphs (those containing {%p ... %} tags) will never appear in generated Word doc, regardless of the display_paragraph value.

Here only:

One or many paragraphs

will appear in the generated docx if display_paragraph is True, otherwise, no paragraph at all are displayed.

You can insert anything within the tag, such as paragraphs, whole pages, etc.

Embed Images

To embed an image into the document that was pulled from a form submission, use the following Jinja syntax:

{{ <FileUploadFieldId>__Image_<width>_<height> }}

FileUploadFieldId is the ID of the file upload field that the image to embed was uploaded to. Width is the width of the embedded image, in millimeters. Height is the height of the embedded image, in millimeters.

Set Template Field Values

Document Workflow

After your Word template has been uploaded, you can use and hidden fields to set the template fields to custom values. This allows you to achieve complex logic that was set up during the templating step.

Once you've mapped your document, you can integrate it into your existing workflow for filling and routing to the desired location. For example, you can include your document as an attachment in a custom to be sent to recipients.

Jinja templating logic
logic rules
email integration
Custom rules and hidden fields can be combined to create complex logic.