DocParser creates PDF or MS Word documents based on any record and it's related data. DocParser can be used to merge information from any module into a presentation-quality document and create an MS Word and PDF documents. The parsed document can be downloaded from both the List view and Detail view.
#1730 - creating pdf from unrelated modules
We have downloaded a trial version and have a couple of questions. The current PDF template for customer quotes I am using in Suite is using fields from unrelated modules and some fields are variables. We need a template that users can edit in Word or at least is more flexible than the current PDF in Suite.
Are you able to make modifications to DocParser to access fields/info from unrelated modules or second relationship i.e. 2 twice removed relation?
Happy to send you more info regarding current template info and module structures.
thanks Jo
-
"We have been really Enjoying the plugins from Urdhva Tech. More So their support is excellent. The Support team went the extra distance to rectify is..." - seanfdo
Read More Reviews
5 years ago
Hello Jo Blagg,
Thanks for using our add-on.
Template editing in the Word is not supported, As Docparser give HTML interface for putting fields on the template design, for ease of use.
You can put your cursor on the empty area and insert the field. The variable will be placed at that position.
Also as it has an HTML interface, you can design the template as per your wish. We have just given some sample template theme.
There are basic fields and certain unrelated modules fields also available to be parsed on to the template. If you open the dropdown "Field Selection" you will see the list of fields and other related fields of that entity.
The second level relationship data is not being supported, But can surely be customized for your specific needs.
You can get in touch with us over skype: urdhvatech or email contact@urdhva-tech.com
Thanks & Regards, Team Urdhva Tech