SPARK Document Tagger
SPARK Document Tagger is part of the SPARK Workflow Document Generation activity. It enables the workflow designer to create custom documents in Word, Excel, PowerPoint or PDF with data dynamically merged from tagged templates stored in SharePoint.
This add-in can be used to create templates that will be used by
SPARK Workflow product to build workflows that include automatically generated documents.
Please note that SPARK Document Tagger requires
SPARK Workflow product.
When using this add-in, it will read and make changes to your document.
Use SPARK Document Tagger to add tags to templates for generating documents. The tags are mapped to variables and workflow data such as columns, Tables and images available in the workflow or SharePoint in general. The add-in loads these data when you open the document template from SPARK workflow designer.
Merge workflow data into the template by tagging templates with SPARK Document Tagger.
Please note that tagging steps depends on file type.
To tag a Microsoft Word, Excel or PowerPoint template
- Open SPARK Workflow designer by clicking on the list’s or the library’s top ribbon button.
- In the SPARK Workflow designing canvas, drag and drop the document generation activity from the activities toolbox.
- Open the activity settings by double click on the activity image or the gear icon
- In the activity settings page select the document library that have the template stored in or that you want
to create and store a new template in it. To create a new template you can click on the
plus icon , and fill the new template name and type in the popup dialog
- Open SPARK Document Tagger: In the
Document Generation activity, by clicking on Click to open and tag link. For information on configuring the activity and adding a template, see
Document Generation Activity Settings.
- In the template, place your cursor where you want the tag to appear.
- To insert a tag: In SPARK Document Tagger, select the tag you want from the add-in pane, the tag is inserted where the cursor was positioned in the document.
- Save the template, then publish and run the workflow, and you should be able to generate a document to the target library you have chosen in the activity settings.
Important note: SPARK Document Tagger add-in works on Office 365, Office 2013 desktop edition and later editions, it supports creating templates on Word, Excel and PowerPoint.