Word

This AgileShape can be used to create Word documents (.doc or .docx files) or PDF files from Word templates (.dot or .dotx files), populating Mail Merge or bookmark fields in the template with values you specify in the generated document.

Note: For information about creating a Word template, see the online help for Microsoft Word regarding Word templates, Mail Merge fields, and bookmark fields.

Navigation

  1. In AgilePoint Envision, open a process template.
  2. Navigate to the Miscellaneous stencil.
  3. On the Miscellaneous stencil, drag the Word AgilePart, and drop it on the process template.

Properties for This AgilePart

Field Name Definition
Configuration

Opens the Configuration dialog box, where you can configure a Word template conversion.

Common AgilePart Properties

The properties of the basic AgilePart AgileShape are also included in this AgileShape. For more information, see AgilePart.