3-step getting started guide

Applies to JungleDocs for Office 365.
For a similar tutorial for JungleDocs for SharePoint 2010-2019, click here.

You are about to give a definite boost to your Office 365 and the ease with which reports, contracts and presentations are created. However, before you start automating document creation, take a few steps to get JungleDocs for Office 365 ready.


Step 1: install JungleDocs for Office 365

1. Download the app from AppSource. For a detailed step-by-step guide on the installation process, click here.

2. Add the app to your site. You can do this by clicking on JungleDocs 365 app under Apps you can add. Accept the app's permission request and you are done. For a detailed step-by-step guide to adding the app to your SharePoint site, click here.

3. Install Modern UI. Modern UI is a convenient sidebar that provides quick access to rules and other key features of JungleDocs for Office 365. For instructions on how to install Modern UI, click here.


Step 2: open the app

Now that you have added the JungleDocs 365 app you can start creating documents. Open the app from a library in which you want to start creating documents and get started!

For a detailed step-by-step guide on the different ways to open the app, click here.


Step 3: configure rules and templates

Once you have installed and added the app, you can start configuring JungleDocs rules and templates. This is necessary to fully utilize the features JungleDocs for Office 365 has to offer.

Understanding rules

The main element of JungleDocs for Office 365 is the JungleDocs rule. By executing rules you can create, copy and upload documents and items. Rules also allow you to preset metadata, export SharePoint items to Word and generate custom reports.

When starting you need to decide what you want to achieve with your rule. If you want to use multiple items or documents to create multiple items or documents, use the New & From Existing rule. If you want to use multiple items to create one document, use the Report rule

For a detailed step-by-step guide on JungleDocs for Office 365 rules, click here.

Understanding templates

Templates form the foundation for the documents you create using JungleDocs for Office 365. Templates may contain consist of both static content and dynamic content. This means that the templates contain some content that is always there (such as your logo and address details), and some reserved spaces (placeholders) that can later be filled with content from SharePoint. JungleDocs for Office 365 populates these reserved spaces with content from your SharePoint environment and other documents through the use of content controls .

For a detailed step-by-step guide on how to configure Excel, Powerpoint and Word templates, click here.


Tips

To get the most out of JungleDocs for Office 365, we have created a number of articles that cover configuration, using the app, FAQ and more. You might want to start from introduction to the main features and proceed from there. Need advice on the best practices for managing your SharePoint Documents? Read our blog series.

Start automating document creation and enjoy JungleDocs for Office 365!

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