Generate a Document that Contains a Variable with the Add-in

At any time, you can generate output using the data from your data source in Microsoft Office with the Blueprint add-in.

If your template contains variables, AutoTag prompts you to specify values for the variables before it generates the output.

To generate the document that contains a variable from Microsoft Office:

  1. Save your template.
    If you do not save your template, the following dialog is displayed when you try to generate output.
  2. Click the Output button (Blueprint tab) and select your desired output format.
    Blueprint supports DOCX and XLSX output formats.
  3. Specify the values for each of the variables in your template, and then click OK.
    You can specify the values on the Run a Report dialog:

Here's an example of a document (with a variable) that was generated using the template: