PRING HelpOutput a PDF or Word file from a Word template
For documents whose template is a Word (docx) file, press the document button on the record detail screen (for example 雇用契約書) and a PDF or Word (.docx) with the kintone values downloads. There is nothing to type. Subtable tables grow to one row per item and approver fields show the person's seal. The {{ }} markers do not remain when you open the file in Word.
Steps
1. Press the document button
Open the record detail screen and press the document button in the header (for example 雇用契約書 or 通知書). When the administrator chose PDF + Word, there are two buttons, one for the PDF and one for Word.
2. Check the target in the dialog
The dialog shows the app, record number, template and output format, then 生成中… and the file is ready in a few seconds. You can cancel while it is being generated.
3. Download (PDF also previews)
A PDF opens in a preview where you can download it or save it to the record's attachment field. A Word output downloads as .docx (and is also saved to the attachment field if the administrator set that up).
4. Check the contents
Names and dates carry the kintone values, subtable tables have one row per item, and approver fields show that person's seal (or their name if they have no seal). You can open the Word file and edit it.
Differences from Excel templates
| Excel template | Word template | |
|---|---|---|
| Buttons | Document name (PDF / Excel) | Document name (PDF / Word) |
| Suited to | Table-style documents: invoices, quotes, delivery notes | Text-style documents: employment contracts, memoranda, notices |
| Subtables | Expanded into row / column blocks | Table rows grow to one per item |
| Aggregate button on a list | Yes | No (Excel templates only) |
| Email attachment | Yes | No (download or use the attachment field) |
After the output
- From the PDF preview, レコードに添付 saves the file to the record’s attachment field (when the administrator allows it)
- The Word (.docx) file can be edited in Word; edits are not written back to kintone
- Each output records the time, file name and hash in the file log app inside your kintone (when the administrator set up the audit log). See the page on approvals, document links and the audit log for details
Frequently asked questions
Does it work with batch export from a list?
Yes. One PDF (or Word file) is made per selected record and they download as a single ZIP.
A field came out empty
The record's field is empty, or the field code written in the template does not exist in the app. Check the record; if it is filled in and still comes out empty, tell your administrator.
Text like {{氏名}} is left in the document
That is a template problem (for example a misspelled field code). Tell your administrator.
The PDF looks slightly different from Word
The PDF is produced on PRING's server, so unusual fonts, vertical text and columns can look a little different. Output as Word keeps the Word look exactly.
Can I attach a Word document to an email from PRING?
Email sending attaches documents made from Excel templates. For a Word template, download the file or save it to the attachment field and send it from there.