Export to Word (rather than just PDF)

Completed

Document Builder

richardfyfe

As good as the document builder is, we really need it export merged documents into Word rather than just PDFs. Headers and footers, margins and page breaks are all issues at the moment but an export to Word function would resolve everything. At the moment we are having to merge the document in Document Builder then cut and paste it into a separate Word template with the correct margins, headers and footers and then convert it back to a PDF once it ready.

2 years ago

gareth_at_plannr

marked this post as Under Review

2 years ago

annakavanagh

Ideally the functionality would allow and export to word and then be able to reimport to Document Builder to allow the adding in of other functionality such as embedding e-signature.

2 years ago (edited)

lysa_heaton

This is planned for version 3 of document builder which at this stage we believe will be around September

a year ago

richardfyfe

That's great news. Thanks

a year ago (edited)

gareth_at_plannr

marked this post as Planned

a year ago

gareth_at_plannr

marked this post as In Progress

a year ago

gareth_at_plannr

Great news everyone, this is planned as part of the current rebuild of our document builder. We have the system generating documents in PDF, Docx or our proprietary document format. We're just finishing up snippets in the new doc builder and then we can get this live for everyone!

a year ago

gareth_at_plannr

marked this post as Completed

8 months ago

Hi there 👋

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Export to Word (rather than just PDF)