Just like Powerpoint, PDF and image files, Word documents can now be directly imported as templates, digitized with live Quickbase data, and output as dynamic data-populated documents.
First, you need to get to the upload field configuration. In order to do this, you have 2 options.
1. You can click on “Setup Upload Field”
2. You can click “Options” in the top ribbon and select the target table you want to configure.
Once you are in the Upload Field configuration, you can configure to use as the upload field, the field to use as the file name, and the file format of the upload as shown here (docx):
To auto-generate .docx file attachments, use the Generate PDF Trigger wizard to create the webhook that will auto-generate file attachment generation on the trigger you specify in the webhook (ex. Adding records, modifying records, etc.). When this webhook runs it will create and attach a .docx file for every record in your target table that the webhook runs against. Note: make sure when you build the form that you specify a File Upload field in the target table, and make the Type = docx (if you want a docx generated instead of a pdf, pptx, or jpg).
For Print links to the form, if end users click Print to download the file, they will be downloading it in the standard pdf format, not a docx format. So if you want them to have a docx, you need to have the form generate it as a file attachment, either when they complete the form, or using auto-generation as described above, and have a QB email notification or otherwise send them the generated docx file attachment.
NOTE: There is an 8mb file size limit for imported docx templates, so imported templates must be smaller than that