Example | Exporting SharePoint list items to Word

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

In this example case, you will learn how to create sales quotes with JungleDocs for Office 365. You will do this by automatically exporting SharePoint list item metadata into a Word document.

What we want to achieve

In this tutorial, our goal is to make it easier for people in our organization to create sales quotes for potential clients. Once everything's set up, our employees will no longer have to copy and paste data from old to new documents. Instead, they will be able to simply select the company, the product, and JungleDocs for Office 365 will generate the quote.

To be more specific, we want to be able to automatically export selected item metadata from the below list into a Word document.

Once we have achieved this, it will make it easier for employees to quickly create documents, without mistakes. Let's get started .

Step 1: create a document library

To start we will have to create a document library for our newly created sales quotes. We will add columns for the documents' metadata to this library. This will make it easier to keep the data throughout your documents and Office 365 environment uniform.

Now that we have created a document library, containing the columns we want to use the metadata of, we can move on to the next step: creating the document template.

Step 2: create a document template

1. Insert static content

Now we will create a template for our new sales quote. First, we only insert static content. Static content is content that is always there and does not change. The image below shows us our sales quote with all of its static information.

As we will later want to let JungleDocs populate the template with data from the Products list, we will add a table for this with two rows. In the image below this is the table with Product, Platform, Description and Price fields).

To follow each step yourself, you can download this document here .

2. Insert content controls

We will now insert content controls to let JungleDocs for Office 365 know what spaces should be filled with metadata from your Office 365 environment.

1. Select the table and open the Developer tab, and insert a Rich Text content control. Learn more about inserting content controls here.

2. Open control properties and enter the ReportItems formula in both the Title and Tag fields.

3. Now we will add new content controls in each column, directing to the SharePoint column we want to be targeted. For example, the Sales Person column should connect to the Sales Person column in the SharePoint list.

4. Now you will add a few more content controls that will function as placeholders for metadata that will be added at the last step of document creation. These are things such as the company and the quote number. In the properties of these content controls, enter the names of the corresponding columns in your quote library. You will then be able to simply select the company name when running a Report rule, and JungleDocs for Office 365 will insert the company data in the quote.

5. Once you have finished editing your template, you can save it and move on to the next step.

Note: we recommend to store all templates in a separate template library on SharePoint Online environment. This will make it easier to manage templates and to be sure they won't be deleted by accident if a certain project gets deleted.

Step 3: create a Report rule

Now go to the document library where you want your documents to be stored and open JungleDocs 365 from the ribbon.

1. Go to the SharePoint library where you want your documents to be saved, and open JungleDocs for Office 365.

2. On the Reports tab, click New rule.

3. A new window will now open, prompting you to configure the new Report rule . Select the rule name, target location, template, naming automation etc.

4. Select the template you created for this rule.

5. Once you have configured your new Report rule, click Save to save it. You are now done and can select the new rule from the Reports tab.

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