Document Functions

Document functions (DFs) define the behaviour of a template during document generation. They are activated and configured in the template editor under the Document Functions tab.

The template type determines which document functions are available. The tables below are grouped by Office application and template type and show which function can be activated for which type.

note

Global providers (Global Configurations, Global Translations) are not document functions and are not configured on individual templates. See Global Configurations and Global Translations.

Automatically Executed Functions

These functions are always active and do not need to be activated per template.

Document Function	Description
Profile Data	Provides profile and organisation fields within the document.
Snippets	Resolves snippet placeholders in the document.

Word

Word templates follow the three-tier hierarchy Style → Layout → Content.

Document Function	Template Type	Description
Placeholder Definition	Layout	Defines named placeholders for header/footer and page setup.
Forms	Content	Displays an input form to the user before document generation.
Fields	Content	Binds profile, form, and data source values to placeholders via JavaScript.
Data	Content	Connects the template to an external Select Data Provider (HTTP, SQL, Excel, CSV).
Placeholder Mapping	Content	Maps data values to defined placeholders.
Office Properties	Content	Sets Office document properties (author, subject, keywords, etc.).
Output Management	Content	Controls automatic output after generation (email, print, save path).
Dispatch Manager	Content	Produces successor documents (e.g. address labels) per object and processes them via targets and actions.
Connect Session Templates	Content	Defines named, pre-initialized Connect sessions launched via URL with pre-populated values.
Microsoft Information Protection	Content	Applies MIP sensitivity labels to the document.

PowerPoint

PowerPoint templates are divided into Master and Content.

Document Function	Template Type	Description
Placeholder Definition	Master	Defines named placeholders on the master template.
Slide Layout	Master	Defines and manages the available slide layouts.
Design Conversion	Content	Applies the CI/CD design (colour theme, font theme) to the content template.
Forms	Content	Displays an input form to the user before generation.
Fields	Content	Binds values to placeholders via JavaScript.
Data	Content	Connects the template to an external Select Data Provider.
Placeholder Mapping	Content	Maps data values to defined placeholders.
Office Properties	Content	Sets Office document properties.
Output Management	Content	Controls automatic output after generation.
Connect Session Templates	Content	Defines named, pre-initialized Connect sessions launched via URL with pre-populated values.
Microsoft Information Protection	Content	Applies MIP sensitivity labels.

Excel

Document Function	Description
Forms	Displays an input form to the user before generation.
Fields	Binds values to placeholders via JavaScript.
Data	Connects the template to an external Select Data Provider.
Office Properties	Sets Office document properties.
Output Management	Controls automatic output after generation.
Connect Session Templates	Defines named, pre-initialized Connect sessions launched via URL with pre-populated values.
Microsoft Information Protection	Applies MIP sensitivity labels.

Outlook

Document Function	Template Type	Description
Forms	Email	Displays an input form to the user before creation.
Fields	Email, Signature, Campaign	Binds values to placeholders via JavaScript.
Campaign Fields	Signature	Injects active campaigns into signature templates. Filters campaigns by tag.

Output Management

The Output Management document function controls automatic output after generation and contains three sub-modules:

• Email Dispatch — Sends the generated document by email.
• Print — Prints the document to a configured printer.
• Save Path — Saves the document automatically to a defined path.