Creates a customizable Proposal Document in Microsoft Word (.docx) format.
The proposal Document contains information that make up a Quotation and a Bill Of Materials (BOM).
This template will add the following to the Project:
In DriveWorks Administrator open the Project the Document is to be added to and go to Stage4: Output Rules then Documents - Files and scroll down to Template.
Once the Document has been added it will open in edit mode where various options and the parameters that hold the data can be driven.
The Options can be minimized to allow more Document parameters in view.
Click the arrow next to the Options heading to toggle between minimized and maximized mode.
The Options available for editing include:
By default the rule given is <Document Name> & DWSpecification & ".docx"
If the Document is not required to be created for a Specification the rule must result in one of the following:
delete, suppress, false, <delete>, <suppress> or <false>
By default the rule given is blank, meaning it will be stored with the Specification.
There are also options for creating HTML and PDF files.
Along with the original .docx file that is created these files can be prevented from appearing in the Document List of the Specification Explorer.
Check the box to Hide From Document List to not display the new Document in the Documents List for a Specification.
The parameters that allow data to be driven into the document are listed below the options.
Each parameter has a pre-defined rule applied. The rule is either the name of a Variable or a cell in the Calculation Table.
Each parameter can have its pre-defined rule modified by selecting the parameter and clicking Build to launch the Rule Builder. However we recommend modifying the Variables or Calculation Table to get the required results.