Wrapping up

In the previous articles on document assembly 1, 2 and text fragments 1, 2 3 we explained the basics of document assembly. This article will show how the resulting document is finished.

Finishing the buyer and seller

First of all, we will finish the information about the buyer and seller. To do so, we will add a text fragment for each question. Next, put all text fragments into the template so that the codes appear like the next image. Last, make sure that you add the names for the buyer and seller for the signing of the document. You already have these names, so you can just use the same text fragments!

The buyer and seller finished
The buyer and seller finished

Adding the agreements

There are two agreements: one for the receipt and one possible agreement for the guarantee. We already added the guarantee agreement in the article on conditions, but we need to add the receipt one. We can just put the question in a text fragment, but this will leave us with capitals (‘Post’ instead of ‘post’). To prevent this, we can use two text fragments with the samen name. Both will be called ‘receipt’ and we will make both in the node text fragments.

One text fragment will be made when the user chooses ‘Post’ and one will be made for ‘E-mail’. The text block of the fragments will be “post” and “e-mail”. An example is shown for the “post”.

One text fragment for the receipt
One text fragment for the receipt

Now we add another text fragment for the e-mail option. The action windown for the text fragments node now will look as seen below.

Actions menu of the 'text fragments' node
Actions menu of the ‘text fragments’ node

Adding the date to the template

In order to add the current date to the template, we need to do three things. The first, shown below, is adding a formula to the node text fragments that calculates the current date. If you don’t know how to do this, take a look at formulas and functions in the Guided Tour.

Calculating the date with a formula and function
Calculating the date with a formula and function

Now that we have the date, we can do the remaining two steps: creating a text fragment and putting it in the template. Just like with questions, right-click the formula and choose ‘Copy this into a text fragment’. Give the text fragment a name - we choose date - and put it into the Word template. The template is almost finished!

The template with all text fragments
The template with all text fragments

Styling the document

In our example template, we made all text fragments bold and red for clarity purposes. The last step would therefore be to style the template, removing red and bold text. Furthermore, you could add more images, change the fonts and so on. The final model and template are on top of this page.