Groups & Repeaters/Lists/Tables

Groups and Repeaters/Lists/Tables enable blocks of content in a document to repeat. An example is an Agreement that contains sets of parties at the top, and signing clauses for the same parties at the bottom. In order to create a Repeater, List or Table, you will first need to create a Group. This represents the […]

Connection Tool in Word DocAssist Editor Ribbon

If DocAssist Editors have access to more than one DocAssist SQL database, the Connection tool on the Word DocAssist Editor Ribbon can be configured to provide a quick access between those databases. Connection Select the Connection button in the Tools Grouping on the Word/DocAssist Editor Ribbon. The following dialog will appear. Setup of Connection Tool […]

User Roles for the DocAssist Editor

DocAssist Editors can have additional settings created in the SQL database to access extra features in DocAssist. To turn these features on for the editor, you will need to be familiar with SQL and editing data in a table. Those features are: NOTE You will need to know the UserID of the Precedent editor (you […]

DocAssist Batch Tool

The DocAssist Batch Processing Tool allows you to: Open the Batch Tool There are three tabs: Create a Batch Name On the Administration tab, scroll down to the end of the available batches and click in the empty row that says “Click here to add a new row“. Add documents to Batch Name On the […]

Modifying the Sign Feature

By default, DocAssist allows documents to be converted to pdf and placed in an Outlook email ready to be sent to a recipient. If the electronic signature is enabled, the appropriate signature will also be added. It is possible to turn this feature off or modify the feature via the Signing Options in the settings.xml […]

How to edit the Word DocAssist Editor Ribbon list of Content Controls in the Data and Contact groups.

Edit or add new DocAssist content controls to the DocAssist Editor ribbon in Word Download and install an Office RibbonX Editor We recommend using an Office RibbonX Editor for customising the ribbon XML with Word templates. Download the latest version from https://github.com/fernandreu/office-ribbonx-editor Backup the DocAssistEditor.dotm template Adding/modifying xml code Breakdown – xml code for adding […]

[HOW-TO] – Enforcing the DocAssist addins to always be enabled

Microsoft Office from 2013 onwards addin resilency setting may disable customised addins if those addins are perceived as slow to load when opening Office applications. Please see this article for further information – https://docs.microsoft.com/en-us/office/vba/outlook/Concepts/Getting-Started/support-for-keeping-add-ins-enabled If you experience issues with either the Word or Outlook DocAssist addins becoming disabled, (either the DocAssist addin icon is not […]

[HOW-TO] Disable users and release the licence automatically

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How to edit the DocAssist templates in Word

Edit or add new DocAssist templates to the Home/New menu in Word Download and install an Office RibbonX Editor We recommend using an Office RibbonX Editor for customising the ribbon XML with Word templates. Download the latest version from https://github.com/fernandreu/office-ribbonx-editor Adding/modifying xml code Breakdown – xml code for adding DocAssist Word templates to Word ribbon […]

How to add controls in the header/footer or Letterhead to the pane

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