Advanced Function: Multiple selections from FormSG

You may also use the checkbox field in FormSG to fill up short/long placeholders. This is especially useful when you are trying to fill statements with verbs, or sentences that have many action words consecutively.

For example, we have a sentence with 3 actions to fill in ("Paid Medical Leave", "Additional Paternity Leave upon Request", and "21 days of leave").

Step 1

In your Word document, place one short/long placeholder where required, like so.

Step 2

In FormSG, add in the checkbox field, with your options.

Step 3

Create your project in docCentral and select FormSG as one of your desired data sources.

When setting up FormSG as a data source, you will be asked to match the FormSG question to its corresponding placeholder. In this case, you would match the "What are the benefits?" question to the "benefits" placeholder. More details on how this is done can be found here.

Step 4

Choosing more than 2 options will trigger docCentral to automatically append commas or "and" where grammatically appropriate. For example, if all 3 check boxes are ticked, the document generated will look like this.

Example: Using Table Placeholder to populate a Table Field

On the FormSG, set up the table headings and column as desired. The entire table and its responses will later be mapped to its corresponding [staff_table] placeholder in the docCentral management portal.

By inserting

with docCentral, your generated document will look like this.

Example: Using Signature Placeholder to capture users' signatures

DocCentral makes use of Signify (opens in a new tab) to capture users' signatures. When the docCentral project is created, Signify has to be selected as an output destination. docCentral would use the email address captured via FormSG or CSV to send an email to the signer requesting for his digital signature, which will be captured at the location where you placed the signature placeholder. Note that the Signify output destination is distinct from the Email output destination. Selecting Word or PDF as your preferred file format for Email outputs does not affect the Signify output destination.

If you are using FormSG as a data source, you need to create the relevant fields in FormSG to collect the email addresses of your intended signers. On the docCentral portal, simply map the signature placeholder to this FormSG question. Once the project is published, they will be emailed with instructions to sign the generated PDF document.

For CSV, a CSV template will be generated with all the placeholders in your Word Template in separate columns, including the signature placeholders. Simply populate these columns with the emails of the intended signers.

If Webhook is used, the email addresses of the intended signers should be indicated alongside the signature placeholder as well.

For more information on using docCentral to collect users' signatures, refer to this page.

Example: Using IF Placeholder for dynamic content display

Step 1: Select the relevant content that you wish to display depending on the condition

Step 2: Create an IF Placeholder

Under "Set IF Condition", name the IF Placeholder and select whether the content should be displayed or hidden when the condition is met.

Selecting "Displayed" means that the specified clause relating to the part-time arrangement will be displayed if the user indicated as a part-timer. Conversely, selecting "Hidden" will result in the selected clause to be omitted from the final document, if the user indicated as a part-timer.

Step 3: Click on "Set Condition"

Step 4: Set up the placeholder as required by each Data Source

1. FormSG

FormSG field types used for this placeholder include radio buttons, checkbox and dropdown. When creating your project in docCentral, you will be prompted to match your placeholders with their corresponding FormSG questions. You should match your placeholder tags beside the choices of the fields you create, not beside the question.

An example of such a FormSG question with checkboxes is shown below, along with an example of how it should be mapped in the docCentral portal in the Placeholder and Question Mapping. For more information on setting up the FormSG data source, refer to this page.

2. CSV

A CSV template will be generated with all the placeholders in your Word Template in separate columns, including each of the IF Placeholders. An example with four IF placeholders is shown below.

For other placeholders, you would fill in the corresponding data in each column. But for IF Placeholders, you would only need to indicate "TRUE" in the columns that you would like to include. The row for someone who was a part-time and non-student would thus look something like this.

3. Webhook

The IF Placeholder will work so long as the desired conditions are expressed with 'if' logic in your Webhook input.

After adding 4 IF conditions for each of the following checkbox options, if the following employee is a part-time non-student, the corresponding clauses meant for a part-time and non-student will appear on the document.