Our company is re-branding next month, and we need to change the logos of several hundred document templates. We would like to "release" this change all at once, to coincide with the company's Marketing announcement.
Once we've updated the MS Word templates with the new logo, is there a way to bulk import them into QBO, rather than manually dragging and dropping each one onto the associated Document Template page?
For each of the document templates you wish to change, prepare the new template, and then upload it to the Documents panel under the proper template, instead of dropping it on Transform field of the template.
After uploading your new document templates, edit them and set the description to 'Re-branding 2018'.
The day you want to release the re-branded templates, use the Import - Batch Apply feature to change the template's Transform to the uploaded version:
The gist of the batch apply is:
Select all attachments marked for 'Re-branding 2018'
Set their parent template's TransformID to us the re-branded Attachment
Related
I'm using a publisher document as a template to create fitting instructions for our products. Everytime we launch a new product an individual instruction is produced which involves a lot of copy and pasting and then translating the master document into 4 different languages.
Although being individual to the product, there are only 5 sets of instructions with their own wordings (which doesn't change) and pics, the layout of the document is the same across all 5.
I was thinking to create a user form to enter the product name, choose the required set, insert photos and save the new doc as .pub and .pdf (only in English, I want to get this running first)
I tried around with Access and mail merge but it doesn't work the way I need it to. So I reverted to using VB in publisher where I've been basically able to return the text boxes, however, I can't see a way to display the code of the entire document with all text boxes and their formatting. Is this possible or would I have to code the entire document from scratch?
Thanks for reading and your input.
I have a VSTO Add-In that fills a specific Word template document with data from a third party software. The trick here is that some changes in the script are connected to changes in the document. What I want to do now is to manually store some kind of version number in the document information so I can check in the script if the version of the document fits the version of the script.
I already took a look here but there are too many possibilities and I don't just want to pick any random object. I need to store it somewhere where it doesn't get changed.
Where would you recommend to store such a value?
edit: the version number has to be set manually because not every change of the document affects the script.
You have three options:
Document property - can be displayed in a document by using a DocProperty field but can be viewed and easily changed by the user.
Document variable - an old school method but still valid. Can be displayed in a document by using a DocVariable field but can only be added, or the value changed, by using code.
Custom XML Part - can be displayed in a document by mapping to a content control which can allow the value to be changed by the user. If not mapped can only be changed using code, but not as simply as a document variable.
Some background first. Im creating VBA script to transform one Word document into another one. I developed a script and put it into dotm template file.
First appication is using this template to export data. Next script in this template transforms exported data into new document. This template is also used to create result document. This means that all styles, scripts and custom ribbon UI is available in result document.
What I need is to remove scripts and custom ribbon UI from result document.
I was able to remove scripts but I don't know how to access and remove or hide custom ribbon UI from result document.
Any hints? Btw I don't want to put any script in result document which means that script from template have to delete or hide custom robbin UI from result document.
When you create the target document Word will use the current attached template. You need to specify a different template e.g. Normal.dotm. (assuming you are not developing your scripts in Normal.dotm.
I have an existing PDF template, and I want to add some text over the top of it in a specific location on a specific page. For example, an invoice template or a scanned document.
How would I go about this? I'm using Sheets if that narrows my options.
There is a lot of documentation on how to create PDFs from documents, but nothing that will take a particular PDF and put text over it.
A bit of blue sky thinking from my side. What if you were to do the following?
Manually:
Export the PDF as an image
Resize a Google slide to be the same shape as the image
Add the image to the google slide as a background image
In Code:
Make a copy of the google slide as needed
Add your Google sheets data to the slide positioned as needed on the slide
Export the Google slide as a pdf
I mention google slides, because Google docs to not have allow background images.
Another possibility with using Google docs is to build a document that looks like your invoice, then add to it tags. In your code search for the tags and replace them with data from your sheet. Even you could use a mail merge addon to do this if you didn't fancy writing any code.
In your Google Drive right-click on your PDF;
Open With > Connect More Apps > Search docusign > Left-click blue connect button and this should take you to Docusign.
Your PDF will then open with Docusign where you can manually add a signature or text to specific places.
Alternatively... You can use App Script.
Example,
Constructing a document using HTML and replacing the specific value with a variable which is collect from a Sheet or particular location. Writing the function to do this will allow you to interpret the HTML and replace the variable with the text or possibly an image. Then it would create this as a PDF.
There are many alternative ways to do this.
Here is one example on github;
Convert Google Doc to PDF using App Script
In an ordinary document list in SharePoint 2010 there are two buttons for adding documents: “New document” and “Transfer documents”. New document usually opens a blank word document, and Transfer documents usually gives the possibility to choose a document to add to the list.
In a document library in our environment, the New document button opens the form to upload an existing file rather then open an empty word document.
Why does this happen? Is there a setting that specifies this behavior?
It happens when there are no default templates, possible due to custom content types with no set default document template (word, excel, etc) pherhaps due to upgrade from SP 2007 to 2010?
Quick fix: Add document template to the custom content type and add document should reappear.