Export more than just PDF, CSV, EXCEL, GOOGLE Sheets. But in MS WORD? | Voters

Export more than just PDF, CSV, EXCEL, GOOGLE Sheets. But in MS WORD?

Queenie Leung

I understand that we are able to create a Document Designer or SmartDoc but it is all only able to export in PDF or in Excel/CSV/ Sheets. Is it possible to create an export with the fields into a future editable MS word document? It would be very helpful.

2 days ago

Jon Darbyshire

Hiya Queenie Leung, thanks for this post! I have a few more questions for you:

Could you please specify which fields you would like to be editable in the MS Word document?
Are there any specific formatting or layout preferences for the exported MS Word document?
Would you need the exported MS Word document to maintain any specific features or functionalities from the original document?

Queenie Leung

Jon Darbyshire

Just like how you could create an invoice/contract in Document Designer. Basically, the ability the option to export to Word instead of just PDF. It would be what we designate like Vendor Name, Vendor Address, Body of what we place in the Document Designer.
The ability to have it as landscape or change to portrait as well as possibly to have both (one page being portrait one being landscape) in the same document designer. It would be helpful for larger things like graphs or workflows that portrait would not be the best fit for.
I would like it to maintain the original look and features from document designer. Obviously, if it's in MS word the end receiver may be able to make changes, but it's to maintain consistency of the original document going out.

It would also be helpful to capture notable changes made if it was to be sent back to say a "SmartSuite member". So, we can capture fields such as "modifications from document" as long as the overall key field identifiers and format can be recognizable in SmartSuite.