DOCX template use with forms
Using a DOCX Word document as part of a form/questionnaire is a very powerful feature, that allows you to create automated, filled documents for approval by your members.
Document format
The document you upload must be less than 5Mb in size, and must be a valid Microsoft Word DOCX file (although it doesn’t have to originate from Microsoft Word). The document must exclude any external links and any password protections.
For reasons related to 3rd party font licensing, GymOS only supports the native fonts supported by Adobe Acrobat, which comprise:
- Helvetica
- Helvetica-Bold
- Helvetica-Oblique
- Helvetica-BoldOblique
- Courier
- Courier-Bold
- Courier-Oblique
- Courier-BoldOblique
- Times-Roman
- Times-Bold
- Times-Italic
- Times-BoldItalic
- Symbol
- ZapfDingbats
You should avoid using custom fonts in your DOCX. Unrecognised fonts will be displayed as the default font (Helvetica).
Fill-In Fields
You may use a subset of the GymOS member fill-in fields within your DOCX file. These will be replaced with the corresponding data by GymOS during conversion to a PDF file.
A set of dynamic fill-in fields is available for each proceeding answer in the same form/questionnaire. These may be inserted into your document as [[ANSWERn]] where n is the number of the corresponding question.
E.g. if you want to insert the answer from question 3, you would use [[ANSWER3]] in your DOCX file.
The member and other fields that are available for your use are outlined below. You may click on a field name to add this to your clipboard.
| FIELD TYPE | AVAILABLE FIELDS |
|---|---|
| Member | [[MEMBER.ADDRESSLINE]] – Full address in line format[[MEMBER.ADDRESSPARA]] – Full address in paragraph format[[MEMBER.BLOCKEDUNTIL]] – Date a member is blocked until[[MEMBER.COMMSEMAIL]] – Main communication email[[MEMBER.COMMSMOBILE]] – Main communication mobile[[MEMBER.CURRENTTOTALCREDITS]] – Current available credits[[MEMBER.EMAIL]] – Email address[[MEMBER.EMERGENCYADDRESS]] – Emergency address[[MEMBER.EMERGENCYCONTACT]] – Emergency contact[[MEMBER.EMERGENCYPHONE]] – Emergency telephone[[MEMBER.EMERGENCYRELATIONSHIP]] – Emergency relationship[[MEMBER.FIRSTINITIAL]] – First letter of first name[[MEMBER.FIRSTNAME]] – First name[[MEMBER.FUNDINGMEMBERNAME]] – Name of the funding member[[MEMBER.HOMEADDRESS1]] – Address line 1[[MEMBER.HOMEADDRESS2]] – Address line 2[[MEMBER.HOMEADDRESS3]] – Address line 3[[MEMBER.HOMECITY]] – Address city[[MEMBER.HOMECOUNTY]] – Address county/state[[MEMBER.HOMEPOSTCODE]] – Address postcode/zipcode[[MEMBER.INITIALS]] – First and last initial[[MEMBER.KNOWNASNAME]] – Known as name/nickname[[MEMBER.LASTINITIAL]] – First letter of last name[[MEMBER.LASTNAME]] – Last name[[MEMBER.MIDDLENAMES]] – Middle name(s)[[MEMBER.MOBILE]] – Mobile number[[MEMBER.PREVIOUSNAMES]] – Previous name(s)[[MEMBER.SESSIONWEBCALURL]] – Session calendar URL |
| Ad hoc | [[SHORTDATE]] – The short-form date at the point of document generation.[[LONGDATE]] – The long-form date at the point of document generation.[[REFERENCE]] – A unique reference generated by GymOS to identify the specific form completion. |