Dynamic document properties (Document Properties and Custom Document Properties)

This article is linked to Working with the Template Designer since these two Document Properties and Custom Document Properties can be implemented via the Template Designer.

The prerequisite for using these features are Dynamics Version  1.6 or higher.

With these two features do Templafy have the possibility to edit predefined Document Properties and create entire new Custom Document Properties. With Document Properties can you set the values of these following document properties:

• Title
• Subject
• Creator (Author)
• Manager
• Company
• Category
• Keywords
• Comments (Description)
• Hyperlink Base

Where these specific properties the exact same properties in Office:

The Property Value for Document Properties can be:

• Static text: e.g. "Hello World"
• Form binding: e.g. {Form.Date}}
• User profile binding: e.g. {{UserProfile.Name}}
• Multiple bindings and multiline value (see below:

Input (Property Values) examples:

Title:
{{Form.Title}}

Subject:
Document Subject

Creator:
{{UserProfile.Name}}

Category:
Multiline
Document
Category

Description:
Comment should preserve the multiline
{{UserProfile.LEgalEntity.Office}}
{{Form.Date}}

Custom Document Property

Where Document Properties are a set of standard properties in the Office suite will Custom Document Property let you create customize properties which then will be attached to the document. The Custom Document Properties are using the same binding syntax as the regular Document Properties. 

An example of Custom Document Properties: 

When you create the document you fill out the information required

These values will now be inserted into the document and in the Custom Document Properties

The Template configuration JSON code will then look like this

{
 "elementsMetadata": [],
 "transformationConfigurations": [
 {
 "propertyName": "Companyname",
 "propertyValue": "{{Form.Companyname}}",
 "disableUpdates": false,
 "type": "customDocumentProperty"
 },
 {
 "propertyName": "Email",
 "propertyValue": "{{Form.Allowedemail}}",
 "disableUpdates": false,
 "type": "customDocumentProperty"
 },
 {
 "propertyName": "Link",
 "propertyValue": "{{Form.Link}}",
 "disableUpdates": false,
 "type": "customDocumentProperty"
 },
 {
 "propertyName": "FUP",
 "propertyValue": "{{Form.FUP}}",
 "disableUpdates": false,
 "type": "customDocumentProperty"
 }
 ],
 "isBaseTemplate": false,
 "enableDocumentContentUpdater": true,
 "version": "1.6"
}

The "type" will depend on whether it is a CustomDocumentProperty or a DocumentProterty.