Add fillable fields to dynamic DOCX tables using fillable field tags. Assign roles to the tables and allow users to easily add and/or edit the added text in generated PDF documents.
Let’s consider an example where we need to pre-fill one column of a DOCX table with the names of employees from another document (web form) using the Pre-fill from doc to doc bot. Users will enter their date of employment and email into the fillable fields of the DOCX table next to their names.
Requirements:
add a document for pre-filling a DOCX table
add a DOCX document with a dynamic table to the workflow
add fillable fields to the dynamic table
configure the Pre-fill from doc to doc bot for the workflow
The document that the DOCX tables will be pre-filled from should be filled in advance. The document should also come first in the list of workflow documents to be filled before pre-filling DOCX tables. Otherwise, the DOCX table will not be pre-filled due to data omission.
Note: You can only assign a role to a single column of a dynamic table. It is not possible to assign a role to each fillable field separately.
The DOCX table with fillable field tags will appear as follows in the online editor:
Once the requirements have been met, let’s proceed to creating documents. The document (web form) will appear as follows.
Then, users are expected to proceed to the second document that will be pre-filled with the data entered in the first document. Users will need to fill in the fillable fields.
