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Marking a Document as a Doc Gen Template

End User , Established , P3 , Box Doc Gen

Before generating documents, you must add your template to Box Doc Gen. You can do this by: 

  • Marking an existing file already stored in your Box account as a Doc Gen template.
  • Uploading a template.

This article covers marking existing documents as templates.

Prerequisites

To generate the documents automatically, the template must already contain Box Doc Gen template tags. Use one of the following approaches to add the tags:

  1. Use the Box Doc Gen Template Creator add-in for Microsoft Word to create a Box Doc Gen template without any code.
  2. Use the Box Doc Gen tagging script to manually author the template.

Marking an existing document in Box as a Doc Gen Template

You can leverage an existing .docx file within your Box account as a Box Doc Gen template by marking it as a Box Doc Gen template. 

To mark an existing document as a Box Doc Gen template:

  1. Right-click the file to open the menu.
  2. Select Mark as Doc Gen Template.

After that, the file is marked as a Box Doc Gen template and is ready to be used to dynamically generate custom documents.

Note: You can access the template from the folder where it is stored, and the Doc Gen tab in Relay.

Unmarking Box Doc Gen templates

To unmark the template:

  1. Go to Relay > Doc Gen.
  2. Hover over the template you wish to unmark and select the ellipsis 0968a513-62fc-4386-9ad2-22c4cdf09824. 
  3. Select Unmark Template.

After that, the template is removed from the Box Doc Gen template list. It is available as a regular file in the designated save location folder.

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