10-18-2019 10:20 AM
Is it possible to reference a separate word document as a fragment? We have some static forms we need to include with our correspondence so it would be convenient to not have to cut and paste the document contents into a fragment. Any other recommendations for including static forms in a letter.
Thanks
10-18-2019 10:36 AM
Hello David,
I hope that your day is going well. Users are able to utilize whole Templates as fragments. When creating a means to insert a fragment, through Advanced Conditions, Placeholder Conditions, or a Document Fragment Placeholder, select the template (see attached picture).
This way the user only has to save the document as a template instead of copying and pasting in a fragment. Hopefully this information helps. Thank you for reaching out.
Thank you,
Derrick Maldonado
Quality Assurance Analyst
10-18-2019 10:36 AM
Hello David,
I hope that your day is going well. Users are able to utilize whole Templates as fragments. When creating a means to insert a fragment, through Advanced Conditions, Placeholder Conditions, or a Document Fragment Placeholder, select the template (see attached picture).
This way the user only has to save the document as a template instead of copying and pasting in a fragment. Hopefully this information helps. Thank you for reaching out.
Thank you,
Derrick Maldonado
Quality Assurance Analyst
Find what you came for
We want to make your experience in Hyland Connect as valuable as possible, so we put together some helpful links.