JungleDoc configuration guide

(Applies to JungleDoc 3.0)


Configuration introduction


To successfully configure JungleDoc from scratch, you would need to set up the required Content types, JungleDoc rules and document templates. Configuration of JungleDoc rules is described below.
Please refer to the following guides if you need any help configuring SharePoint content types to use with JungleDoc:

 

Creating JungleDoc rules


In order to be able to create new items in SharePoint, you must configure JungleDoc rules, content types and document templates.
The most important thing to understand is JungleDoc rules. In JungleDoc 3 there are three types of rules:

  • Base Rules
  • These rules are used to create new documents, they have a content type assigned to them, so they are stored in a specific list/library. Content type has a template assigned to it, so in turn, Base Rules have templates assigned to them. This rule is a foundation for all other rules used by JungleDoc.
  • New From Existing rules
  • These rules are used to create new documents from already existing documents or items. These rules have no content type and template assigned to them, instead they use Base rules for that. When you want to setup JungleDoc to create documents from existing items, you should first create the base rule having this in mind, and then assign this base rule to your New From Existing rule.
  • Report rules
  • Report rules have all of the same settings like New From Existing rules. They should be used to export multiple items from a list, the only difference is in the template configuration.

Creating a Base rule


After you install and activate JungleDoc, you will already see default Base rules for the existing content types in that list/library.
When you add a new content type to a library, JungleDoc will also automatically create a new base rule for that library.
To add a Base rule:
1. Navigate to the SharePoint list for which you want to create a JungleDoc rule, e.g. the company list.
2. Run JungleDoc from the ribbon or contextual menu.
3. Click “Add new base rule”.

 




Select a content type, you can select from the existing content types in list/library.




Specify Base rule display name.




Choose either this base rule is displayed to be used in document creation, or hidden and will only be used for New from existing and Report rules.




Select Small Parts library location. Small parts are smaller Word or PowerPoint documents that can be inserted into the document template by clicking checkboxes.




Define your File name. You can define a specific naming formula for all new files that will be created using this rule.




At this point you have successfully created a Base Rule.

 

Creating a New From Existing and Report rules


1. Navigate to the SharePoint list for which you want to create a JungleDoc rule, e.g. the company list.
2. Run JungleDoc from the ribbon or contextual menu.
3. Select the New from existing or Reports tab.
3. Click “New From Existing rule” or "New Report rule".

 




Select target location and base rule.




Specify rule display name.




Choose what columns to copy. If the source item column names match target item/document property column names, JungleDoc can automatically copy data from source to target columns, you can choose what columns to copy and what not to copy.




Map columns. If you need JungleDoc to copy data from source item columns to the target item columns, but those columns have different names, you have to map them manually when creating the rule.




At this point you have successfully created a new rule.

Creating documents with JungleDoc


After JungleDoc rules are configured, you can start creating documents using JungleDoc.
1. Navigate to the document library/list where the source document/item is located. The source document is a document from which you are going to create a new document.
2. Select the source document.
3. Click the JungleDoc ribbon button.



4. Click JungleDoc rule ... "".

Note: Check the 'Navigate to target list after creation' checkbox and you will be redirected to the document library where the new document is located.
Check the 'Open after creation' checkbox and the new document will be opened in an editing program – Microsoft Word for a .docx document, Microsoft PowerPoint for a .pptx document or Microsoft Excel for a .xlsx document.




5. The document properties editing dialog window for the newly created document will appear.
Note that a new filename has been generated and date columns have been calculated according to the JungleDoc rules. Most column values have been copied so that there is no need to copy-paste this information. Only the data specific to this particular document has to be entered. Once you have reviewed the information, click 'Save'.





6. The new document has been created.