Create word documents using document automation

Try this on

Start by tagging your word document

Note: Do not use spaces

Incorrect: This is a tag with spaces

Correct: ThisIsATagWithoutSpaces or you can use This or EvenThis1 or $Price and even $$Cost name your tags in the column (within template administration) according to the tag format you require.


Correctly formatted tags in word document


Sales Order


ATTN: CustomerName of CompanyName

CompanyAddress, CompanyCity, CompanyState CompanyZip



Reference Invoice# InvoiceNumber


Dear CustomerName of CompanyName please submit payment in the amount of $PaymentAmount to ABC Inc. at your earliest convenience.



123 State Street

Mishawaka, Indiana

(888) 888-8888