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Knowledge Bridge Documentation

Help version: 3.3.8

Navigation: Self-guided Training > Unit 20: Word Integration

Set up the TableQuote Template

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To create your own copy of the Word template required to build a quote, you’ll need to harvest the template from the Table_KB_Inventor_Example project, available from the kBridge Examples project folder in the Project Browser. Close your project and open ‘Table_KB_Inventor_Example’.

 

In the Project  window open the Resources folder, right click the ‘TableQuoteTemp.docx’ and select Export Resource.

WordIntTableQuote1

 

The file will look like this:

 

WordIntTableQuote2

Rename ‘TableQuoteTemp_docx.txt’ to ‘TableQuoteTemp.docx’ and put it in a folder whose location  you will remember.

 

Close this project and re-open your Table project. In the Project window, right click the Resources folder and select Import Resource. In the pop-up window, select Choose, navigate to TableQuoteTemp.docx, and select it. Then hit the Update button. ‘TableQuoteTemp.docx’ should now be in your Resources folder.

 

WordIntTableQuote3

 

Do the same thing to get your own copy of the ‘Table.jpg’ file. Rename ‘table_jpg.txt’ to ‘table.jpg’ and put it in a folder whose location you will remember.

Then re-open your table project and import it into the Resources folder.

 

WordIntTableQuote4

Review the Table quotation template document below. Notice we are not using Microsoft bookmarks throughout, but are using special Markers (e.g., "+++ INS Customer +++").

 

 

 

TableQuote1

Below, an example output document from the Template:

 

WordIntTableQuote6

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