What are the limitations for creating template files?

 

Template Common

  • Not all layouts and output patterns are supported. Complex layouts are not supported.
  • Formulas cannot be used such as {!If(xxxxx)} for the merge field.
  • Template file size should not exceed 1 MB. If the file contains a large amount of text or images, even within 1 MB, the file will fail to output. The Office file consists of multiple XML files, compressed in a ZIP file, and the file size limit before compression is 4 MB.
  • Template files should be created in the Microsoft Office desktop version. Template files created by other applications, such as online versions, are not supported.
  • Office features are not supported. Some Office features are available, but not all templates are supported.
  • Images such as company logos can be included in the template file. However, depending on the file size of the image, output may take a long time or result in an output error. In the case of PDF output, the layout may be corrupted. Please check the actual output in a test environment.

 

Office Features

Office features are not supported. Some Office features are available, but not all templates are supported. Complex patterns are not supported.

 

Available Office Features

File Type Details
Excel Excel Formulas, Data Validation, Conditional Formatting, Table, and Shapes are available.
Word Table, Text Box, Watermark, Shapes and Field Codes are available.
PowerPoint Table, Text Box and Shapes are available.
PDF Table is available.

*Text Box, Watermark, Shapes and Field Codes are not available.

*Tables are for layout only, excluding aggregate functions.

 

Notes on available Office features

  • Not all templates are supported. Complex patterns are not supported.
  • When opening the file, if the message "We found a problem with some content in 'XXX.xlsx'. Do you want us to try to recover as much as we can?" or other error messages, remove the Office features in the template.
  • Office features are outside the scope of support. Check with your templates and output contents in the Sandbox.

 

Template for PDF Output

  • When outputting PDF, the borders of the table may be cut off from the bottom line of the previous page or the first line of the next page at page break.
  • Word field codes are not supported.
  • Blank spaces with tabs in Word are not supported.
  • Tables copied and pasted from other applications may have a corrupted layout when output. If the copied layout is corrupted, create a new table in the template file.
  • Tables cannot be aligned left to right, nor can text be displayed next to a table. For different layouts on the left and right sides, create a single table and set it up by dividing cells and displaying/hiding table borders.
  • Arial Unicode MS doesn’t support bold or italic font-weight.
  • External characters are not supported.
  • Watermarks in Word are not supported.
  • Objects such as shapes and text boxes are not supported.
  • Images cannot be output over text. Save the Word template file as a PDF manually, then enlarge the target text and image to 200-400% and save a screen capture. Set the image to the template.

 

Instruction manual

Template Common Settings

PDF