Edition: Professional, Business, Enterprise
User-level: Director and above
What to do if my template is two pages and doesn’t line up?
When your document template spans multiple pages, the data may appear slightly different from the original setup. Check each page individually to ensure the data and formatting are correct.
Tables that are set up will try to fit on a single page. If a table starts halfway down a page and continues onto the next, it will shift down to keep it on one page.
Additionally, templates are limited by the functionality of Microsoft Word and its capabilities.
What fonts can I use in a template?
You can use any standard fonts in Microsoft Word. For custom fonts, you'll need to download and embed them into your document.
To embed custom fonts into your document template you can follow the steps below:
Click the 'File' menu in your word document
Click 'Options' from the bottom left-hand side
In the overlay menu select 'Save' > Under “Preserve fidelity when sharing this document”, check the “Embed fonts in the file” option.
NOTE: Not all custom fonts will work in your document template as it will be converted when the document is uploaded.
With these simple steps you can get any custom fonts that you would like to use for your templates to appear when your document is generated.
What to do when your document template has missing content?
Is content in your document template missing?
Document templates in Synergy utilise bookmarks to populate documents with information like Project Numbers, Invoice Contacts, Client Details, etc.
Sometimes hidden bookmarks in Microsoft Word create a conflict with Synergy bookmarks, and as a result, content in the document is lost.
To prevent this from happening, the hidden bookmarks need to be deleted from the Word document used in your template.
These hidden bookmarks often start with "_Toc" for table of contents, "_Hlk" for hyperlink, or "_Ref" for reference.
How to identify and delete hidden bookmarks?
Open the affected document template, and select Download file - this will download the Word document we'll be updating, then uploading back into the template:
Once downloaded, open the Word document and navigate to Insert > Bookmarks > show hidden bookmarks > highlight bookmark > delete, as pictured below:
Any bookmarks starting with “_Toc”, “_Hlk” or “_Ref” should be removed.
After all bookmarks with the above prefixes have been deleted, you can save your document, and upload it back into your Synergy. The next time you use the template, all content will be retained.
This can only be done one by one in Word, but you can use a macro to speed up this process.
How to use a macro to remove all hidden bookmarks
If there are several hidden bookmarks that need to be deleted, you can save time by using the following macro to delete any bookmark starting with “_Toc”, “_Hlk” or “_Ref”:
Sub Demo()
Application.ScreenUpdating = False
Dim i As Long
With ActiveDocument
For i = .Bookmarks.Count To 1 Step -1
With .Bookmarks(i)
Select Case Left(.Name, 4)
Case "_Toc", "_Hlk", "_Ref": .Delete
End Select
End With
Next
End With
Application.ScreenUpdating = True
End Sub
After downloading your document from Synergy, follow these steps to run the macro:
Open the Word document. Go to File > Save as... - save the document as a Macro Enabled Document:
In your macro-enabled document, open the Bookmarks section and make sure Show hidden bookmarks is ticked
In your macro-enabled document, enter Alt + F11 on your keyboard to bring up the following page:
Select the arrow next to the Insert UserForm button and select Module:
In the Module window that opens, paste in the macro
Click on the Save button then select the Play button to run the macro
Exit the window and go to Insert > Bookmarks > Show hidden bookmarks to check that the hidden bookmarks have been deleted
Go to File > Save as... and save the document as a Word document. You may see the following window appear – if it does, select Yes (this will just delete the module with the macro, which is no longer needed, as the default Docx format does not support macros):
Upload the document to your Synergy template by selecting Upload edited file:
