Document templates allow you to create Matik narratives in a Google Doc or Microsoft Word document. This can be advantageous over slide based narratives, as your content will automatically fill over to new pages based on the length of content inserted. All Presentation Dynamic content is supported in Docs including text, charts, images, and tables.
Document templates will respect all formatting applied in the original Google Doc, including colors, text styling, page breaks, etc.
Creating a Document Template
Once Documents has been enabled for your enterprise, you can create a new document by:
Going to Templates > Selecting “+ New Template” and selecting “Add Document Template”.
Select the document you desire and a new Doc template will be created in Matik.
Tagging Documents
Tagging with Documents is simular to tagging presentations in Matik with the exception of text. When changes are made to your underlying Document template you will need to sync your template through the Sync banner or by clicking on the template settings menu. Within Generation Settings you may also set a custom naming convention and file save location for generated presentations.
Text
Tag text-type dynamic content by writing out the tag name in-line in a document, enclosed in curly brackets. e.g. {{Dynamic_Content_name}}
Note that unlike Presentations, you cannot alias DC in alt-text so the full dynamic content name is required.
Tagging Text in Specific Cells of a Table
You can include text dynamic content within a specific cell of a table if the Dynamic content type is Text. Matik will automatically detect that the dynamic content is text-type, and replace only those tags in the specified cell. See the table section bellow for info on tagging a whole table.
Formatting Text
Text dynamic content will be inserted with the same formatting as the tag in the template. At this time, rich text and hyperlinks are not supported.
You can format numeric and date text dynamic content to include numeric formats such as comma separators, rounded numbers, percents, and dates in the tag by including a horizontal line and the desired formatting code after the dynamic content name {{Dynamic_content_name|numberformat(2)}}
. Read more about formatting options here.
Tagging Images, and Charts
Tagging Images, Tables, and Charts works similarly to Tagging in presentations. Right click on the desired object in your Google Doc and click on Alt-text.
Write your dynamic content name in the Alt Text Description box surrounded by double curly brackets {{Dynamic_Content_name}}
Tagging Tables
When dynamic content type is set to table
Matik will populate all cells of a table in your Document template with the dynamic content results. The number of columns of your placeholder template table must match the number of columns returned by your dynamic content. Matik will auto match the number of rows in the table to the number of rows in the dynamic content.
To tag a full table, add the dynamic content name, enclosed in curly brackets, to a single cell in the table. Matik will automatically detect whether the tag corresponds to a piece of table-type dynamic content. If it does, we will automatically replace the entire table with the dynamic content values, regardless of where in the table you placed the tag.
Formatting of header rows and subsequent rows will be preserved on generated presentations. If your table overflows to subsequent pages you may pin header rows in table settings in Docs to have the header redisplay.
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