.docx Templates
The Word template module with forms, the two available versions, and how to choose between them.
The .docx Templates module lets you generate Word documents personalised for each employee. A template consists of a Word file uploaded to the platform and a form whose answers fill in the markers inside the file. The resulting document is attached to the employee's file and sent for signing.
The module has two versions of the generation engine, with different behaviour. Each has its own guide:
- Version 1 — classic — variables are detected automatically from the uploaded Word file, and generation is a plain text replacement.
- Version 2 — advanced — the form is built manually, in steps, and supports repeatable rows, paragraphs per COR occupation, and conditional blocks.
Important A template's version is chosen once, at creation, and cannot be changed afterwards — the version selector disappears from the settings screen once the template has been saved. An existing template cannot be migrated from one version to the other; it has to be recreated.
Version comparison
| Aspect | Version 1 (classic) | Version 2 (advanced) |
|---|---|---|
| Source of variables | detected automatically when the file is uploaded | defined manually, as form questions |
| Form structure | flat list of fields | steps (sections), each containing questions |
| Repeatable rows (tables) | no | yes, through Group fields |
| Conditional text | no | yes, through conditions and {{#VAR}} … {{/VAR}} blocks |
| Paragraphs per COR occupation | no | yes, through Paragraphs fields |
| Different files per COR occupation | no | yes |
| Pre-fill from platform data | through predefined variable names ({{NUME}}, {{CNP}}, etc.) | through the Pre-filled from the platform with setting on each question |
| Automatic document series | a Series input type on a variable | the Series index setting + the {{SERIE}} marker |
| Automatic generation, no form | no | yes |
| Answer history and Excel export | no | yes |
| Variable name validation | a mistyped variable simply does not appear in the list | no validation — the mistake only shows up at generation time |
Which version to use
Use version 2 for any new template. It is the default at creation and the only one that receives new functionality.
Version 1 remains available for compatibility with templates that already exist. It has a practical advantage in one case only: if you already have a Word file containing {{...}} variables and you only need plain text replacement, version 1 detects the variables by itself and does not require you to build the form manually.
What the two versions have in common
- The module's list screen, with the same basic actions: Form, Signers, File, Generate, Settings, Delete.
- The document title must be unique within the organisation.
- Validity (the number of days from completion) determines the expiry date of the generated document;
0means unlimited. - Both
.docxand.pdffiles are accepted. A PDF file is a fixed document: it contains no variables and has no form — it is only attached and signed. - The marker delimiters are the same: exactly
{{and}}, with no spaces inside. - Signature boxes are placed automatically in the generated document, in the order of the configured signers.
- A template cannot be deleted if it already has generated documents or attached files.