Word add-in & AI authoring
The DocsNG add-in for Microsoft Word turns template authoring into point-and-click, and AI assistance turns a sample document or a plain-English instruction into a ready template — no syntax to memorise.
Installing the add-in
The DocsNG add-in runs in Word on the web, Windows and Mac. Install it from your organisation's add-in catalogue or by sideloading the manifest that points at your DocsNG instance. Once installed, open it from the DocsNG tab → Open DocsNG task pane, then sign in with your DocsNG credentials.
The field picker
The task pane lists your data models, their fields and relations. Click a field to insert the correct merge field («Model.Field») at the cursor; click a repeating model or relation to insert balanced RangeStart/RangeEnd markers — you never type the syntax. The picker is type-aware, so date, number, currency and boolean fields offer the relevant formatting options.
- Insert fields, ranges and nested relations by clicking.
- Insert conditional sections and formatters from the UI (see Template authoring).
- Insert images, QR codes and barcodes bound to data.
Live validation
As you author, the add-in validates the template against your DocsNG instance and flags problems inline — unbalanced or mis-nested ranges, unknown models/fields (with suggestions for likely typos), and invalid formatters — before you generate anything.
Preview & publish from Word
Preview the template against a sample entry and see the rendered PDF without leaving Word. When you're happy, publish a new template version straight to DocsNG — each publish creates a new version you can roll back to.
AI-assisted authoring
Sample document → template
Point the assistant at a sample Word or PDF document and it proposes a template, mapping merge fields to a chosen data model. The draft opens in the add-in for you to review and adjust before saving — nothing is published automatically.
Natural-language editing
Describe what you want (“insert a signature block for the account manager”, “add a totals row”) and the assistant inserts the correct markers, conditionals and formatters at the cursor. You always confirm the change before it is applied.
Syntax stays in sync
The add-in builds every marker from a versioned template-syntax contract published by your DocsNG instance, and checks compatibility on connect — so what you author always matches what the engine will render.
Need help? Contact us or try the live demo.
