In certain reports (e.g., quotes), text modules of linked objects (products/services) are also taken account of, if the loader object supports this. These are documents in a document.
To ensure that the quote can be inserted into the body text and then looks good in the final document, note the following:
- The text module must have the DOCX type.
- When inserting, the text block loses its headers and footers.
- If the text block brings its own styles, they are added to the final document, as long as their ID doesn’t exist there.
- If the style ID already exists in the final document, the style in the final document wins with all its properties.
- For the text in the final document to look like the text module, the usable width (page width minus margins) should be the same in both documents.
- When a table is inserted into a table, the pasted table should not be wider than the cell, into which it is inserted.
- If there are Windward tags in the pasted text block, Windward attempts to resolve them. Data fields referenced in it must exist (under the same name) in the XML of the quote. If resolving the names fails, the report crashes with an error message.
With PDF output format, it is possible to insert PDF files into an offer. Each inserted document then requires entire pages in the final document. Inserted PDF documents don’t show up in a table of contents originating from a Word field function. It is therefore recommended to append the inserted documents as an attachment.