Ultradox Template Editor

No matter if you are new to Ultradox or if you are already an expert:

The Ultradox Template Editor will help you to create templates using Google Docs.

Check out following tutorial video to get an idea what the buzz is all about:

Installation

Install the Ultradox Template Editor Add-on

If you have added Ultradox from the G Suite Marketplace all Ultradox Add-ons will be installed automatically.

You can also install the addon by clicking on the Add-ons menu in Google Docs and pick the Ultradox Template Editor from the list of available Add-ons.

Launch the template editor from the Add-ons menu in Google Docs by clicking on Open sidebar in the Ultradox Template Editor submenu at any time.

If you are opening the template editor from a new Google Doc that is not yet connected to Ultradox it will just show you a Create button to create a new Ultradoc on Google Drive and open it in a new browser tab.

Variables

Insert variables and specify the formatting options

If the document you are working on is connected to Ultradox the sidebar will provide a lot of features.

On top of the sidebar beneath you will find the name of the connected Ultradox Automation and two buttons.

The edit button with the pen on it will open the connected Ultradoc in a new browser tab. This comes in handy if you have opened a template right from Google Drive and do want to work on the connected Ultradox file.

Pressing the preview button will run trigger Ultradox to generate a preview document from your template in another browser tab.

The first tab gives you access to all variables provided by the building blocks you have assembled in your flow.

The Template Editor allows you to access all these variables and insert them into your document at the cursor position with a single click. This will help you to find the placeholders you are looking for and to avoid typos.

On top of each section you will find an icon indicating the type of building block as well as the name of the building block.

You may also find some buttons: An edit button with a pen on it that will open the referenced resource in a new browser tab and a reload button that will check if the resource has changed and in this case will update the provided variables.

Tables

Insert structured data as tables

One of the outstanding features of Ultradox is the ability to merge tables and lists from your data into the resulting document.

You can for example generate a nice table from assorted columns of a worksheet in a Google Sheet.

If one or multiple Google Sheets have been found in your Ultradoc and they are placed before the template you are working on, you can then simply select the worksheet, columns and a predefined layout as a starting point.

Click on Insert to append the table to your template.

As you can see Ultradox is not just inserting a static table. Ultradox will dynamically generate a table using the latest data from the selected Sheet whenever you are running the Ultradoc.

Feel free to use all formatting capabilities of Google Docs to format your table template.

Questions and Feedback

If you have any comments on this page, feel free to add suggestions right to the Google document that we are using to create this site.

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Last Updated: 16.04.18