Overview
This module integrates with the livedocx
third party service for generating dynamic microsoft word and pdf
documents.  For templates, this module uses a docx file supplied
by the user.  This module integrates docx template mail merge
fields with drupal content type fields to generate dynamic docx and pdf
files.  The files are generated and downloadable on the fly.
 User's docx and pdf files are downloaded at the point of
generation are not stored on the server.

Road Map (TODO)
Create a feature request

Requirements

  •   System:
  •   Drupal:
    • views          (3.x)
    • field            (Drupal 7.x core: must be enabled)
    • field_ui       (Drupal 7.x core: must be enabled)
    • variable      (2.x)
    • token         (1.x)

Installation

  • Install and enable SOAP ((rpm) | (cPanel) if not already installed)
  • Download and enable the module.

How To Use

  • Create an account with www.livedocx.com
  • Configure livedocx module settings
  • Create a microsoft docx template file (see help below)
  • Add a microsoft docx template file to livedocx module through the livedocx configuration page.
  • Create
    a content type to associate with your docx template.  Create a
    field for each mail merge variable to be used in your docx template
    within your new content type..
  • Configure the template settings in livedocx module configuration
    tab "Administer Tempates".  Map each content type field to the
    associated docx mail merge variable using the "Add/Modify Variables"
    link for the added template.
  • Edit
    the content type you created earlier and select the "Manage Display"
    tab.  Modify the "Livedocx Word" and "Livedocx PDF" displays and
    format the outputs to meet your needs (normally "Plain Text" or
    "Default" works best).
  • Create a view that displays the Livedocx download links.
    Suggested view settings
    • Format: Table
    • Fields: (suggested word)
      • Author
      • Title
      • Updated date
      • Nid (hidden)
      • Global: Custom text
        • Text: <img src="..path to word_image.png">
        • Rewrite Results
          • Output this field as a link (checked)
          • Link path: node/[nid]/word
          • Title text: Download Word
      • Global Custom text
        • Text: <img src="..path to pdf_image.png">
        • Rewrite Results
          • Output this field as a link (checked)
          • Link path: node/[nid]/pdf
          • Title text: Download PDF

    #help on creating microsoft docx mail merge templates
    #note: refer to the README.txt for the latest install instructions.
    #note: Updating templates -- you
can make changes to the Microsoft template docx file and ftp
(overwrite) the existing template on the server.  You can add
new mail merge variables, and make formating changes without having to
delete the template from the livedocx module.  If you add new mail
merge variables, you'll need to update the associated content type and
update the variable mappings in the livedocx configuration settings.
 If you are experiencing spacing issues in your final pdf/docx
output, change the cursor type from insert to overwrite in the
template's at the point of the mail merge variable.  

Thanks
This module's initial proof of concept was sponsored by Forum One Communications.  Credit goes to Eric Beyrent and his blog posts for a greate start to the proof of concept

Project information

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