Template Library

Please find below template word files, example JSON data and document output for:

Invoice - Basic

Output:

DOCX Template: Click here

Template Features: Basic merge tags, date formatting, currency formatting, table sum row

JSON Data:

{
  "company": "Encodian",
  "address": "Solihull, West Midlands UK",
  "phone": "+44 808 111 1234",
  "email": "sales@encodian.com",
  "date": "22/04/2024",
  "number": "0123456",
  "products": 
  [
    { "title": "Flowr", "amount": "49" },
    { "title": "Vertr", "amount": "49.99" },
    { "title": "Indxr", "amount": "499.00" },
    { "title": "Trigr", "amount": "1199" }
  ]
}


Invoice - Advanced

Output:

DOCX Template: Click here

Template Features: Conditional expressions, calculations, number Formatting, date formatting, table

JSON Data:

{
  "recipientName": "Roy Trenneman",
  "clientCompany": "Ship lifting co",
  "clientAddress": "Toronto Canada",
  "clientPhone": "749 0923 876",
  "clientEmail": "liftco@sales.com",
  "shiptoName": "Jen Barber",
  "shiptoCompany": "Ship lifting co",
  "shiptoAddress": "London United Kingdom",
  "shiptoPhone": "808 0923 698",
  "shiptoEmail": "shipco@salescom",
  "date": "22/04/2024",
  "number": "0123456",
  "linkUrl": "https://support.encodian.com/hc/en-gb/sections/360002229313-Policies",
  "linkDisplay": "here",
  "item": [
  {
    "NAME": "Hooks",
    "AMOUNT": "4",
    "PRICE": "50",
    "TOTAL": "200"
  },
  {
    "NAME": "Containers",
    "AMOUNT": "1",
    "PRICE": "500.54",
    "TOTAL": "500.54"
  },
  {
    "NAME": "Hook Slings",
    "AMOUNT": "4",
    "PRICE": "75.55",
    "TOTAL": "302.2"
  }
 ]
}

 

Invoice - Advanced (pictures)

Output:

DOCX Template: Click here

Template Features: Images, Repeating tables, Date formatting

JSON Data:

The JSON below has placeholders for the Base64 string / file content of the pictures. When adding file content as dynamic data from previous actions, please be aware of certain Power Automate platform issues (more details here).

{
  "date": "22/04/2024",
  "OrderNo": "0123456",
  "linkUrl": "https://support.encodian.com/hc/en-gb/sections/360002229313-Policies",
  "linkDisplay": "here",
  "Client": { "Name": "Encodian", "BillingAddress": "London UK" },
  "orderlines": [
  {
    "FurnitureItem": { "Name": "Chair" },
    "Quantity": "4",
    "PricePerUnit": { "value": "50.99" },
    "TotalCost": "203.96",
    "itemImage": "BASE64 STRING OF IMAGE"
  },
  {
    "FurnitureItem": { "Name": "Table" },
    "Quantity": "1",
    "PricePerUnit": { "value": "150" },
    "TotalCost": "150",
    "itemImage": "BASE64 STRING OF IMAGE"
   },
  {
    "FurnitureItem": { "Name": "Seat cushions" },
    "Quantity": "4",
    "PricePerUnit": { "value": "33.50" },
    "TotalCost": "134",
    "itemImage": "BASE64 STRING OF IMAGE"
  }
 ]
}

 

Site Report

Output:

DOCX Template: Click here

Template Features: Images, Repeating tables, Date formatting

JSON Data:

The JSON below has placeholders for the Base64 string / file content of the pictures. When adding file content as dynamic data from previous actions, please be aware of certain Power Automate platform issues (more details here).

{
  "ProjectName": "Garden Makeover",
  "dateStart": "15/10/2023",
  "dateFinish": "21/03/2024",
  "ProjectResponsibleOperative": "John Smith",
  "ProjectAssistant": "Alec Yiskov",
  "ProjectInfo": "Avoid Rainy Days",
  "ClientContract": "654321",
  "ClientName": "Encodian",
  "ClientSiteAddress": "London United Kingdom BR1 2NA",
  "ClientContactPersonName": "Roy Simmons",
  "ClientPhone": "+44 808 109 2005",
  "ClientInfo": "sales@encodian.com",
  "number": "123-456"
  "works": 
  [
    {
      "Type": "Cleanup",
      "Description": "Clearing rubbish, removing rotting objects",
      "Area": "Grass Front Garden",
      "Consumables": "Heavy duty rubbish bags"
    },
    {
      "Type": "Bricking",
      "Description": "Repair bricking and water jet wall wash",
      "Area": "Front Wall Gate",
      "Consumables": "Bricks, cement."
    },
    {
      "Type": "Landscaping",
      "Description": "New Grass and stone walkway pavement",
      "Area": "Front Garden",
      "Consumables": "Grass, cement, stone flooring"
    }
  ],
  "Before": "BASE64 STRING OF BEFORE IMAGE",
  "After": "BASE64 STRING OF AFTER IMAGE",
  "SignatureName": "Bob Smith",
  "SignaturePosition": "Director",
  "dateSign": "14/03/2024",
  "InkSketch": "BASE64 STRING OF SIGNATURE IMAGE"
}

 

Packaging Slip

Output:

DOCX Template: Click here

Template Features: Table, images, date formatting

JSON Data:

The JSON below has placeholders for the Base64 string / file content of the pictures. When adding file content as dynamic data from previous actions, please be aware of certain Power Automate platform issues (more details here).

{
  "SlipDate": "29/04/24",
  "YourCompanyName": "Encodian",
  "StreetAddress": "London UK",
  "CitySTZIPCode": "BE9 2NM",
  "Phone": "+448081092005",
  "email": "sales@encodian.com",
  "ShipToName": "Peter Tal",
  "ShipToCompanyName": "Microsoft",
  "ShipToStreetAddress": "US America",
  "ShipToCityStateZip": "10004",
  "ShipToPhone": "+1(800) 244-6227",
  "ShipToCustomerID": "B6452",
  "BillToName": "Chris Burnham",
  "BillToCompanyName": "Encodian",
  "BillToStreetAddress": "London UK",
  "BillToCityStateZip": "BE9 2NM",
  "BillToPhone": "+448081092005",
  "BillToCustomerID": "A42524",
  "OrderDate": "29/04/24",
  "OrderNumber": "453",
  "Job": "Stock managment",
  "item": [
  {
    "ItemNumber": "H1235",
    "Description": "Office headsets",
    "Quantity": "5",
    "barcode": "BASE64 STRING OF IMAGE"
  },
  {
    "ItemNumber": "M5231",
    "Description": "Office Mouse",
    "Quantity": "15",
    "barcode": "BASE64 STRING OF IMAGE"
  },
  {
    "ItemNumber": "K2523",
    "Description": "Office Keyboards",
    "Quantity": "10",
    "barcode": "BASE64 STRING OF IMAGE"
  }
 ]
}

 

Property List

Output:

DOCX Template: Click here

Template Features: Hyperlink, images within rows, repeating sections

JSON Data:

The JSON below has placeholders for the Base64 string / file content of the pictures. When adding file content as dynamic data from previous actions, please be aware of certain Power Automate platform issues (more details here).

{
  "listings": [
  {
    "Name": "Beach Getaway",
    "Description": "Welcome to this haven of peace in Ste-Flavie sur mer. An exceptional property, solidly anchored, without fear of flooding. Its modern look, the result of a recent construction, dazzles with the use of high-end materials such as sheet metal cladding, the kitchen adorned with quartz countertops, the cedar balcony offering a breathtaking view. Triple-glazed windows flood every room with light, while heated slate floors spread gentle warmth. With a bedroom on the ground floor and a mezzanine upstairs, this house offers comfort and space for a harmonious life to the rhythm of the tides. ",
    "Price": "375000",
    "linkURL": "https://support.encodian.com/hc/en-gb/sections/360005756297-Template-Syntax-for-Populate-Word-Document",
    "picture": "BASE64 STRING OF IMAGE"
  },
  {
    "Name": "Summer Home",
    "Description": "The house is completely out of the ordinary. Particularly solid, because 3/4 of the building was built in 2007 double insulated concrete from the semi-basement to the roof. The roof dates from 2023 and is made of metal. A superior quality of life in this house which keeps heat very well in winter and is very quiet and comfortable. There are four levels with a semi-basement with heated floors, a guest bedroom, a bathroom with sauna and a huge family room (which can of course be used as a bedroom).",
    "Price": "630000",
    "linkURL": "https://support.encodian.com/hc/en-gb/sections/360005756297-Template-Syntax-for-Populate-Word-Document",
    "picture": "BASE64 STRING OF IMAGE"
  },
  {
    "Name": "Winter Home",
    "Description": "Nestled in Canada is a beautifully maintained property with tasteful upgrades. This spacious home features large windows that flood the space with natural light, creating a warm and inviting atmosphere. With 3 bedrooms, including a primary bedroom with an ensuite and walk-in closet, there's plenty of room for the whole family. The custom-built kitchen is a highlight, boasting built-in quality appliances and ample cabinetry. The family room provides a comfortable space to relax and opens up to a lovely backyard, perfect for outdoor gatherings. Downstairs, the fully finished basement offers additional living space ",
    "Price": "750000",
    "linkURL": "https://support.encodian.com/hc/en-gb/sections/360005756297-Template-Syntax-for-Populate-Word-Document",
    "picture": "BASE64 STRING OF IMAGE"
  }
 ]
}

 

RAG Status Report

Output:

DOCX Template: Click here

Template Features: Dynamic table background color, date formatting

JSON Data:

{
  "customer": "Encodian",
  "pm": "Tom Frank",
  "period": "04/03 - 15/03",
  "dateStart": "21/11/23",
  "budget": "70.5",
  "project": "Projects",
  "consultant": "Niel Anderson",
  "projectStage": "Analysis Design Stage",
  "dateEnd": "06/24",
  "consumed": "20",
  "projectColor": "Red",
  "riskColor": "Green",
  "actionColor": "Red",
  "issueColor": "Green",
  "timeColor": "Red",
  "DependColor": "Green",
  "budgetColor": "Green",
  "name": "Sam Tal",
  "projectmanager": "Jean Miller",
  "date": "30/02/2024",
  "projectSummary": "Feed back was recieved for the Projects Solution Design Document on 12th March. Encodian Updated the document and sent on 13th March.\nStill waiting for customer to present more feedback",
  "milestones": [
  {
    "milestone": "Project Initiation",
    "startDates": "20/11/2023",
    "actualDate": "21/11/2023 ",
    "statusColor": "Blue"
  },
  {
    "milestone": "Anaylysis",
    "startDates": "20/11/2023",
    "actualDate": "21/11/2023 ",
    "statusColor": "Blue"
  },
  {
    "milestone": "Solution Design",
    "startDates": "25/11/2023",
    "actualDate": "19/02/2024 ",
    "statusColor": "Red"
  },
  {
    "milestone": "Solution Build",
    "startDates": "26/02/2024",
    "actualDate": "04/02/2024 ",
    "statusColor": "Orange"
  },
  {
    "milestone": "Project Closure",
    "startDates": "11/02/2024",
    "actualDate": "",
    "statusColor": "Red"
  }
 ]
}


Subscription List

Output:

DOCX Template: Click here

Template Features: Repeating tables, Date formatting, time formatting, currency formatting

JSON Data:

{
  "Subscriptions":
  [ 
    { 
      "Date":"2024-04-01T05:31:00.000Z", 
      "Tier":"Midsize", 
      "ACV":"1188", 
      "Frequency":"Monthly",
      "Currency":"USD",
      "Rep":"John"
    },
    { 
      "Date":"2024-04-01T14:05:00.000Z",
      "Tier":"Large",
      "ACV":"3499",
      "Frequency":"Annual",
      "Currency":"GBP",
      "Rep":"Alex"
    },
    {
      "Date":"2024-04-02T11:59:00.000Z",
      "Tier":"Enterprise",
      "ACV":"5499",
      "Frequency":"Annual",
      "Currency":"EUR",
      "Rep":"Phil"
    }
  ]
}

JSON Data with dynamic input: Power Automate retrieves lists of item data from Excel, SharePoint and other data sources in JSON. You can dynamically pass this data through to Encodian's Populate Word action. Note, the column headers in the data source need to match the merge tag names.

{
"Subscriptions": DYNAMIC DATA
}

For example:

 

QR Code Sheet

Output:

DOCX Template: Click here

Template Features: Repeating images

JSON Data:

The JSON below has placeholders for the Base64 string / file content of the pictures. When adding file content as dynamic data from previous actions, please be aware of certain Power Automate platform issues (more details here).

{
  "QRCodes": [
  {
    "Name": "Test",
    "Base64image": "Base64 string of image"
  },
  {
    "Name": "Test",
    "Base64image": "Base64 string of image"
  },
  {
    "Name": "Test",
    "Base64image": "Base64 string of image"
  },
  { repeated
  }
 ]
}

 

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Jay Goodison
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