JungleDoc configuration guide
Creating JungleDoc rules
JungleDoc rules are configured on a content-type basis. You can configure rules for site or list content types. JungleDoc rules can be nested through the SharePoint site content-type structure.
A simple way to create a JungleDoc rule for the list content type is using the main
JungleDoc dialog.
Note: click here to download the predefined JungleDocDemo site template for SharePoint 2010 (wsp, 5.30 MB); alternatively, click here to download the template for SharePoint 2013 (wsp, 5.44 MB). It will speed up your configuration process and you will better understand how JungleDoc rules should be configured.
1. Navigate to the document library where the source document is located. The source document is a document from which you are going to create another document.
2. Select the source document (this document’s list content type will be used for hosting the JungleDoc rule).
3. Click the JungleDoc ribbon button.
4. Click the Add new rule link.
5. Specify the target location. The new document will be saved here.
6. Choose the target content type. This will be the content type of the newly created document.
7. Define the rule name. This name will be shown in the main JungleDoc dialog.
8. Choose whether you want to use default file naming or specify your own filename. Default file naming copies the source document name and adds “ - Copy” to it. A specified filename can be a sample filename text or a formula. You can use the example formula link for automatic file naming.gleDoc dialog.
9. Select the column values to be copied from the source document.
10. Specify new metadata values. You can assign a static value or use a formula to calculate a value.
11. Click the OK button.
12. The new rule has been created and is now accessible in the current library for documents of the same content type as the content type of the selected source document.
Creating documents with JungleDoc
After JungleDoc rules are configured, you can start creating documents using JungleDoc.
1. Navigate to the document library where the source document 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. Move the mouse over the JungleDoc rule and click Use template to create a document from a content type template, Use source to copy document contents from the source document or Upload to upload a new document.
Note: You can check Navigate to target list after creation, and you will be redirected to the document library where the new document is located.
Note: You can check Open after creation, and the new document will be opened in an editing program – Microsoft Word in the case of a “.docx” document.
5. An Edit Properties dialog for the newly created document will appear.
Notice that a new filename has been generated, some column values have been copied and date columns have been calculated according to the JungleDoc rule.
If desired, edit the properties. Then click the Save button.
6. The new document has been created.
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