Update document

Enterprise Edition for Nintex Workflow Subscription Editionis required for this feature.

Microsoft SharePoint Server is required for this feature.

Updates values in multiple content controls within a Microsoft Word document.

Note: The Word document must be in the docx format (either Word 2007, Word 2010 or Word 2013).  Files in the format ".doc" cannot save content controls - it converts them to static content.

Options within this action

Source

The document to be updated. Select either:

  • The Current item; OR

  • Source URL. In the Source URL field, specify the full URL including the file name and type. For example, http://mycompany.com/sales/Shared%20Documents/WordDocument.docx

Adding content controls

The content controls to update within the document.

Expand the Add content control values option, select Add content control value, and complete the following fields:

  • Content control title: Specify a title for this content control. If there are content controls with the same title in the document, all content controls that use this name will be updated.

    Note: To update a specific content control that has the same title as other content controls within the document, specify the sequence of the content control using an array. For example, if there are multiple content controls called TextControl within the document and the second TextControl needs to be updated, set the Content Control Title field to TextControl[1]. Arrays always start from 0.

  • Value: Specify a value or click Insert Reference to insert a value.

    You have the following options:

    • Preserve formatting (applies to Word documents only): Select this check box if you want to retain the formatting and styles defined within the Word document.
    • Add content control value: Select this option if you want to add additional content control values.

Output URL

The destination where the document with its updated content controls is to be placed.

For the output URL, select either:

  • The Current item; OR
  • Output URL.

    • In the Output URL field, specify the full URL including the file name and type.

      For example, http://mycompany.com/sales/Shared%20Documents/WordDocument.docx

    • Overwrite existing item: Select this check box if you want to overwrite the existing file specified in the Output URL field.

Related information

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