Rally Knowledge Base

Generate Multiple Documents from One Questionnaire

By default, questionnaires will generate one output document. The following article details how to configure a template to output multiple documents.


In order to have a questionnaire output multiple documents, begin by creating one main Word file that combines every individual document. Once that's done, the following tags can be used to instruct the system on how to split up the documents during the generation process.


{:document "Insert Name of Document 1 here"} 


Contents of Document 1


{:/document}



{:document "Insert Name of Document 2 here"}


Contents of Document 2


{:/document}


Once the questionnaire is submitted, each of the specified documents will be generated in the Matter Workspace. 



Including Questionnaire-Specific Information in the Document Name


While each document can be generated with a custom name as explained above, you may also wish to include dynamic information that was gathered in the questionnaire. For example, you may wish to generate an Engagement Letter that includes the client business's name (e.g. Engagement Letter - Acme Motors)


If the ID for the Business Name is businessName, the document could include the following tag to inject the collected response in the document title: 


{:document businessName + " - Engagement Letter - "}


Contents of Document 1


{:/document}


This generated document name would then be: 

"Engagement Letter - Acme Motors"


We recommend using a dash (or some other symbol) with spaces before and after to ensure the pieces of information within the title are readable. 



Including Today's Date in the Document Name


If you would like the name of the document to include the date that the questionnaire was submitted as well, use the following tag:


{:document "Engagement Letter - " + businessName + "-" + (todaysDate | dashedShort)}


Contents of Document 1


{:/document}

           

The generated document name would then be: 

"Acme Motors - Engagement Letter - 01-01-2021"



Creating Separate Headers & Footers


If you would like for each of the documents in your template to have different headers and footers you can accomplish that using section breaks. Simply add in a section break after the end of your document before the next one starts, then click to edit the footer of the second document. From here you can see an option from the top menu called "Link to Previous". Click that to unselect it, and create the new header/footer you want to use for this document. 







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