RowMerge Document Templates

Only Table Owners can add and edit RowMerge templates.

Create a RowMerge Template

A RowMerge template is a document that contains placeholders for your table data, letting RowMerge know where your table data should be inserted in the document.

To insert the value of one cell of the current row into the final document you must use a specific syntax (called the ‘mustache syntax’) such as {{name_of_the_column}}. Can you see the mustache below?

Here is a first simplified example of a template creation. Let's take a sample table with a staff list:

If you want to generate business cards for all the employees in this table, all you need to do is create a new template document and use the syntax {{name_of_the_column}}:

Save your document. Congratulations! You've successfully created your first RowMerge document template. When running a RowMerge job, this template will replace {{First name}} and {{Last name}} by each employee first and last name.

You need to reference the exact column names, including capitalization, spaces...
Do not use special characters in your column names if you need to reference it in RowMerge: apostrophe, comma, semicolons, brackets, square brackets...

All you need now is to upload your template to your RowShare table and run the RowMerge job.

Upload a RowMerge template to a Table

You can add as many RowMerge templates as you want to each RowShare table. To manage these templates, click on the “RowMerge” button above your table, then on "Manage Templates".

On the RowMerge templates page, click on Upload RowMerge Template.

For each template:

  • You need to upload the template file itself.
  • You can choose a different name to display to your table users. For example, your template might be named "Employee - Proof of Employment v0.93.docx", with a display name such as "Proof of Employment".
  • Pick an Output Format
In the Output Format list, Auto will keep the source file format for txt templates and will generate a PDF for Word Processing templates (Microsoft Word, Open Office, RTF)

That's it. Anyone accessing your RowShare table is now able to run RowMerge jobs using this template and the rows he or she has access to.

If you want to include advanced statements in your RowMerge templates, visit Advanced RowMerge Document Templates.

Edit an existing RowMerge template

If you wish to start from an existing template, download it from the template list, modify it on your computer, and upload it back to RowShare.

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