Yes no word document

April 2023 Community Newsletter

Welcome to our April 2023 Community Newsletter, where we’ll be highlighting the latest news, releases, upcoming events, and the great work of our members inside the Biz Apps communities. You can subscribe to the News & Announcements and stay up to date with the latest news from our ever-growing membership network who quickly discover that «Community is bigger on the inside». 
 

 
 
LATEST NEWS
Microsoft Business Applications Launch Event — On Demand
Sign up below for an in-depth look into the latest updates from across Microsoft #PowerPlatform and #Dynamics365. Find out about new features, capabilities, and best practices for connecting data to deliver exceptional customer experiences, collaborating using AI-powered analytics, and driving productivity with automation. Guest speakers include Charles Lamanna, Emily He, Georg Glantschnig, Julie Strauss, Jeff Comstock, Lori Lamkin, Mike Morton, Ray Smith, and Walter Sun.
 

Watch Now: Business Applications Launch Event

 
 
Power Platform Connections — Episode Nine
Episode Nine of #PowerPlatform Connections premieres today at 12pm PST, as David Warner II and Hugo Bernier chat to Principal Program Manager Vesa Juvonen, alongside the great work of Troy Taylor, Geetha Sivasailam, Michael Megel, Nathalie Leenders, Ritesh Ranjan Choubey, Clay Wesener, Tristan DEHOVE, Dian Taylor, and Cat Schneider.
Click the link below to subscribe and get notified, with David and Hugo LIVE in the YouTube chat from 12pm PST. And remember to use the hashtag #PowerPlatformConnects on social to have your work featured on the show!
 

 
 
App in a Day — Free Workshop
Looking for a way to build a solution to quickly meet your business needs? Register below for a FREE «App in a Day» workshop to find out how to create custom business applications without writing code!
Microsoft Power Platform In a Day workshops

 
UPCOMING EVENTS
Directions Asia
Find out more about Directions 4 Partners Asia 2023, which will be taking place in Bangkok on 27-28th April 2023, featuring key speakers Mike Morton, Jannik Bausager and Dmitry Chadayev.
This event is for SMB focused Dynamics partners and their employees to receive product knowledge about Business Central, Power Platform and #DynamicsSales, and to be inspired and motivated by best practices, expert knowledge and innovative ideas.
If you want to meet industry experts, gain an advantage in the SMB-market, and acquire new knowledge about #MicrosoftDynamics Business Central, click the link below to buy your ticket today!
 
Click here to Register  

 
 
Iberian Tech Summit
Come take a look at the Iberian Technology Summit which will be held at the Real Marina Hotel & Spa in Olhão, Portugal, between 28-30th April 2023.
The Iberian Technology Summit is the first of its kind with a clear goal to achieve — cross the borders of peninsula and help to empower the community of professionals, workers and businesses to grow stronger together.
Congrats to Kaila Bloomfield, Adam B., Ana Inés Urrutia de Souza and the team for putting together this great event. Click below to find out more details.
Click here to Register

 
 
Power Platform Conference 2023
We are so excited to see you for the Microsoft Power Platform Conference in Las Vegas October 3-5th, 2023! But first, let’s take a look back at some fun moments and the best community in tech from MPPC 2022 in Orlando Florida.
 

Featuring guest speakers such as Heather Cook, Julie Strauss, Nirav Shah, Ryan Cunningham, Sangya Singh, Stephen Siciliano, Hugo Bernier and many more, click the link below to register for the 2023 #MPPC23 today! 
www.powerplatformconf.com
 
COMMUNITY HIGHLIGHTS
Check out our top Super and Community Users reaching new levels! These hardworking members are posting, answering questions, kudos, and providing top solutions in their communities.
Power Apps: 
Super Users:  @BCBuizer , @WarrenBelz, 
Community Users: @mmollet, @Amik, @RJM07 
 
Power Automate: 
Super Users: @Expiscornovus , @grantjenkins, @abm 
Community Users: @Nived_Nambiar  
 
Power Virtual Agents: 
Super Users: @Expiscornovus, @Pstork1, 
Community Users: @nikviz, @DaniBaeyens 
 
Power Pages:
Super Users: @ragavanrajan 
Community Users: @OOlashyn, @gospa, @Fubar 

LATEST PRODUCT BLOG ARTICLES 
Power Apps Community Blog 
Power Automate Community Blog 
Power Virtual Agents Community Blog 
Power Pages Community Blog 

Check out ‘Using the Community’ for more helpful tips and information: 
Power Apps, Power Automate, Power Virtual Agents, Power Pages 

Is this article up to date?

I am generating reports in Word using R officer package. I want my reports to contain table of contents, list of figures and list of tables, but when I add them, there is a warning «This document contains fields that may refer to other files. Do you want to update the fields in this document?». So in every report I have to click ‘Yes’ and then save changes in the report so the window does no show up again.

My question is if it’s possible to do these three steps: opening the ready report, clicking ‘Yes’ when the window shows up and saving the changes in some sort of code?

I’ve been searching through the Internet, but haven’t found anything that would help me.
Microsoft website provides some articles that seem related to my problem, such as this one: https://learn.microsoft.com/en-us/visualstudio/vsto/how-to-programmatically-open-existing-documents?view=vs-2019, but I don’t really understand if they answer my question.

I will appreciate any suggestion on the software I should use to do this and/or sample codes.

( 1 оценка, среднее 5 из 5 )

Due to Microsoft Word’s popularity, it comes as no surprise that many businesses use it as an all-around solution to write proposals, quotes, contracts, and other sales docs.

They want to quickly and easily add their signatures in Word itself, without the hassle of printing, hand-signing, or scanning.

The good news is that Microsoft came through, and adding a signature to a Word document is indeed doable.

The better news is that there are also many features in Word that make your life easier — like the option to automatically include more text beneath your signature (for example, your printed name and address).

In this article we will guide you:

• How to add a digital signature in Word
• How to add an electronic signature to Word documents
• How to add a signature line to a Word document 
• and more insights on how to automate your document process.

How to add a digital signature in Word

Adding a digital signature in Word is quite simple. To do so, you just need to follow these six steps: 

1. Move your cursor to the area you want to sign inside the Word document.

2. Select the Insert tab.

3. Select the Text group and open the Signature Line list.

4. Click Microsoft Office Signature Line and the Signature Setup dialogue box should appear.

5. Input the appropriate data — signer’s name, title, email address, and any further instructions — and tick the boxes if required (if you are signing these will be your details). Click OK.

6. Right-click the signature generator field and type your name or upload an image of your signature.

Make sure though, that in order to use this, you need to first obtain a digital certificate and create a digital signature, since an electronic signature and a digital one aren’t the same thing.

Digital signatures are highly-secure, encrypted digital marks that require special software and a digital certificate from both the sender and the recipient. You have to purchase a certificate from the issuing authority.

An electronic signature, on the other hand, is simply a virtual mark added to a document — most commonly in the form of a signature image or hand-typed text.

Depending on the software with which the document is signed, electronic signatures can come with extra security features, such as certificates that include timestamps and the date of the signature. 

Electronic signatures work very much like a hand-drawn signature, so in that regard they are also legally binding in many parts of the world (such as the USA, the UK, Canada, Ireland, among many other countries). Those that don’t accept them include North Korea, Nepal, Afghanistan, Fiji, etc. 

Upload your Word document and sign with PandaDoc

You’ll be happy to know that we have a special place in our hearts for Microsoft Word at PandaDoc. Yes, really! You can now upload and sign Word documents with PandaDoc:

1. We make security our top priority, and PandaDoc is fully HIPAA, ESIGN, and UETA compliant. 
2. With us, you always have insights and a bird’s eye view of what goes on where. 
3. Businesses saved 12 hours/week, saw a 28% increase in closing rates, and a 65% time decrease in document creation — all with the help of PandaDoc’s eSignature tool. 

How to add an electronic signature to Word documents

Most people still want to add electronic signatures (as opposed to digital signatures) to their documents because of its security and accessibility. Once you’re set up, it only takes a few clicks.

Follow the steps below to create a signature image and add an electronic signature to your Microsoft Word documents:

1. Handwrite your signature in the middle of a blank piece of white paper.

2. Scan the signature and save it on your computer in one of the following file formats: .bmp, .gif, .png, .jpg.

3. Open the image file in Microsoft Word by clicking the Insert tab and selecting Pictures.

4. Click on the image and edit it using the Picture Tools Format tab.

5. When you have finished editing the image, right-click the image and select Save as Picture.

6. Whenever you want to add an electronic signature, select Insert and Pictures and locate the edited image file, and then drag-and-drop it to the appropriate place in the document.

How to add a signature line to a Word document

There’s a very real possibility that your prospects might return a document empty-handed (without a signature) if they don’t see a signature line. In other words, it goes without saying that no signature is complete without a signature line. 

To add a signature line to a document, follow these steps:

1. Left-click the place in the document where you want the signature line to go.
2. Select Signature Line from the Insert drop-down. A dialogue box should appear.
3. Select the required options and click OK.

For the most part, you can use the above steps to insert a signature in Word using a Mac or PC. There may be a few slight changes in functionality here and there depending on the kind of device you use.  

Why shifting to a dedicated solution is a good move

While the functionality provided by Word is solid, it doesn’t offer as many options as other tools, especially when you consider beating up the competition.

Third-party apps like PandaDoc and some of the other well-known softwares provide a host of features that can make your life easier when it comes to sending or receiving documents.

Compatible across devices

Microsoft Word has different signature creator functionality across different devices and device platforms (like Apple and Android).

Using an app that allows you to use the same piece of software with the same features across all your devices is a solid reason to consider third-party apps.

Adds an extra layer of security

Apps explicitly designed to sign documents have an added layer of protection, like the instant creation of a certificate whenever a document is signed, which also includes an added benefit of featuring the timestamp and the date of when the signature was completed.

Transferable to other formats

If you want to send a signed document as a PDF, as opposed to Microsoft Word, then you can download and send it in your format of choice. (Not trying to dunk on anyone here, but can Word do that?) 

How to add a signature in Word with the PandaDoc Add-In

PandaDoc has integrated with Word and is available in the Microsoft Store, making eSign easier than ever before! With this integration, you are now able to securely send and sign documents directly from Word.

To use the PandaDoc integration, follow these steps:

1. Install the add-in from Microsoft Marketplace or open any document, click Insert>Add-ins, find PandaDoc, and click Install.

2. Click on any action beneath the PandaDoc tab. A panel will open to the right to either log into your account or create a new Free eSign account. Follow the instructions.

3. Once logged in, select the required action (self-sign document, request signatures, or check document status).

4. Add your signature or send this document for a signature request to other recipients.

5. When the document is signed by all parties, download a legally binding document right from Word that includes a signature certificate confirming the signature’s authenticity.

Step-by-step directions for using PandaDoc with Word Online can be found here.

How to add a signature to a Word document with the PandaDoc application

Here’s how to add an electronic signature to a Microsoft Word document using PandaDoc electronic signature software:

1. Log into PandaDoc and select the “New Document” button.

2. Click the “Upload” tab and either drag-and-drop the Word file or click “Select Files.”

3. Select the “Display As Is” button. The document will convert into a native PandaDoc document if you select “Yes, convert” or appear as a non-editable document if you select “No, thanks.”

4. Click the Signature tab in the right-hand menu to drag and drop a signature field into the document.

5. Select the signature box and assign yourself as a recipient or add a new contact.

6. Make the signature by double-clicking on the box. You can upload an image, draw the signature, or enter it manually.

7. Finish the document and download the file in your preferred format.

In sum

Electronic signatures have changed the way that companies and individuals do business. 

The big question is whether or not the built-in tools available with Word are sufficient for your needs.

If all you want to do is add simple images to the end of documents, or provide basic digital signature functionality, then these tools will likely work for you.

But if you need a more comprehensive set of features, then a “smart” signature app may be the way to go.

Not to toot our own horn, but tools like PandaDoc allow you to track and store signatures, while also providing an added layer of security and integrating with your existing tech stack. 

That’s just one part of it — the insights you get will help you take your business to a new level. 

Are you ready to take PandDoc for a spin? 

Feature was added in File Management version 5.0.25

Using this action you can generate documents, based on a template, by using tokens. In order to use it, your template document needs to have plain text content controls inserted in the document.

To insert the content controls, you must go to File>Options>Customize Ribbon, check the Developer checkbox under the Main Tabs dropdown and click OK(save).

Next step is to edit the document and insert a content control by clicking Developer tab in menu > Plain Text Content Control under the Controls section.

Inside the content control you can write a placeholder(helptext) so you can see what should go there after tokenization (i.e.: User Name) and in the properties of the content control (with the newly added control selected, click Properties under the Controls section), inside the title, simply put the token that needs to be replaced after the document tokenization (i.e: [User:Username]).

The control’s content will be replaced with the token’s value if it has one or with the token itself if it doesn’t exist; you will still be able to see what token generated that content by hovering over the control or going into its properties.

You can set-up this action using the following parameters:

• Description: Something so you’d quickly know what this action is about;
• Error Message: The admins will also see the detailed error message. Leave empty to use the default message;
• Condition: This boolean expression is used to determine if this action will execute. Use it to enable or disable actions programatically. For example, you’d enable a ShowError action only if you’ve found an error let’s say when you parsed a response from a web service. A common example is [HasRole:Administrators|true] (which requires My Token to work) or [SomeField] == “Some Value”. This field supports My Tokens. See More examples;
• File Identifier: This parameter can either be a file id or a portal relative path, meaning if the path to file inside the site is Portals/0/SomeFolder/SomeDoc.docx the path you should provide as a parameter should be SomeFolder/SomeDoc.docx. This field supports My Tokens;
• Folder: Where to save the newly generated file. This field supports My Tokens;
• Pattern: You can provide a pattern to use in order to name the files. If you leave it empty, a GUID will be generated. This field supports My Tokens;
• Handle Duplicates: If there is a file with the same name, you can either overwrite the existing file or rename the one being added. By default the new file will be renamed;
• Output Token Name: A name for the token in which to save the generated file id;

Время прочтения: 6 мин.

Можно создать шаблон документа в Word, используя элементы управления содержимым (Content Control), и ограничить редактирование в нем. Но в документах бывает такое содержимое, которое необходимо добавлять или удалять. Например, добавить еще одну строку в таблицу, добавить пункт распоряжения и т.п. В таком случае будет удобнее создать собственную вкладку в Word, которая позволит изменять структуру документа при необходимости. В этой статье будет показано, как создавать Надстройку VSTO для документа Word.

Давайте рассмотрим небольшой пример программы, которая будет формировать шаблон документа. Документ выглядит следующим образом:

В Visual Studio создадим новый проект «ExampleRibbonWord» типа «Надстройка VSTO для Word 2013 и Word 2016»:

Нам необходимо создать ленту, на которой будут размещаться кнопки и выпадающие списки. Для этого щелкаем правой кнопкой мыши на названии проекта и добавляем элемент Лента (визуальный конструктор):

Вот такая лента у нас создалась:

Теперь в окне свойств элементов управления изменим названия нашей вкладки (Tab1) и группы (Group1).

tab1.Label=”Мои шаблоны”

group1.Label=”Создание шаблона”

Для начала давайте добавим на ленту кнопку (Button1), при нажатии на которую в документе Word будет создаваться шаблон. Свойства Label задаем= «Пример шаблона».

Теперь создадим событие Click для кнопки. Кнопка должна в документе Word сформировать указанный выше шаблон. В элементах управления содержимым мы разместим следующую информацию: дата распоряжения, номер распоряжения, название распоряжения, текст распоряжения, должность и ФИО. Пункты распоряжения мы разместим в таблице без границ. Каждый пункт распоряжения будет также размещаться в элементе управления. При нажатии на кнопку таблица должна сформироваться с одной строкой и двумя столбцами (номер пункта, текст пункта). В дальнейшем необходимо будет реализовать функционал, который позволит добавлять новые пункты в распоряжение.

Код:

public partial class Ribbon1
    {
        private void Ribbon1_Load(object sender, RibbonUIEventArgs e)
        {

        }

        //Создание текстового элемента управления
        //диапазон, тэг (по нему в дальнейшем можно получать содержимое), замещающий текст, когда элемент не заполнен, название 
        private void AddContentControlText(Word.Range r, string tagRTC, string PlaceholderTextRTC, string titleRTC)
        {
            Word.Document currentDocument = Globals.ThisAddIn.Application.ActiveDocument;
            Document extendedDocument = Globals.Factory.GetVstoObject(currentDocument);
            RichTextContentControl rTC = extendedDocument.Controls.AddRichTextContentControl(r, tagRTC);
            rTC.PlaceholderText = PlaceholderTextRTC;
            rTC.Tag = tagRTC;
            rTC.LockContentControl = true;//элемент нельзя удалить
            rTC.Title = titleRTC;
        }

        //Создание элемента управления даты 
        //диапазон, тэг (по нему в дальнейшем можно получать содержимое), замещающий текст, когда элемент не заполнен, стиль даты, название 
        private void AddContentControlDate(Word.Range r, string tagDPC, string PlaceholderTextDPC, string styleDate, string titleDPC)
        {
            Word.Document currentDocument = Globals.ThisAddIn.Application.ActiveDocument;
            Document extendedDocument = Globals.Factory.GetVstoObject(currentDocument);
            DatePickerContentControl dPC = extendedDocument.Controls.AddDatePickerContentControl(r, tagDPC);
            dPC.PlaceholderText = PlaceholderTextDPC;
            dPC.Tag = tagDPC;
            dPC.LockContentControl = true;//элемент нельзя удалить
            dPC.DateDisplayFormat = styleDate;
            dPC.Title = titleDPC;
        }

        //создаем собственный стиль
        private void CreateMyStyle(Word.Document doc)
        {
            Word.Style style = doc.Styles.Add("MyStyleParagraph", Word.WdStyleType.wdStyleTypeParagraph);
            style.Font.Size = 12;
            style.Font.Name = "Times New Roman";
        }

        private void button1_Click(object sender, RibbonControlEventArgs e)
        {
            //при нажатии на кнопку появится диалоговое окно, которое спросит где создать шаблон в текущем открытом word или в новом.
            //при этом, если текущий документ будет не пустым, то шаблон создастся в новом документе
            Word.Document doc;
            DialogResult dialogResult = MessageBox.Show("Создать шаблон в новом документе?", "Создание шаблона", MessageBoxButtons.YesNo);
            if (dialogResult == DialogResult.Yes) doc = new Word.Document();
            else
            {
                doc = Globals.ThisAddIn.Application.ActiveDocument;
                if (doc.Characters.Count > 1)
                {
                    MessageBox.Show("Текущий документ не пустой! Шаблон будет создан в новом документе!");
                    doc = new Word.Document();
                }
            }

            //создаем стиль в текущем документе
            CreateMyStyle(doc);

            //создаем абзац
            doc.Paragraphs.Add();
            Word.Paragraph p = doc.Paragraphs.First;
            Word.Range r = p.Range;
            r.Font.Bold = 1;// шрифт жирный
            r.Text = "РАСПОРЯЖЕНИЕ";//текст абзаца
            r.ParagraphFormat.set_Style(doc.Styles["MyStyleParagraph"]); //стиль применяем

            //создаем абзац и вставляем в него 2 элемента управления
            //для каждого типа элемента управления создаем функцию с параметрами
            doc.Paragraphs.Add();
            p = doc.Paragraphs.Last;
            r = p.Range;
            r.ParagraphFormat.set_Style(doc.Styles["MyStyleParagraph"]);
            //дата распоряжения
            AddContentControlDate(r, "DateRaspr", "Дата распоряжения", "d MMMM yyyy г.", "Дата распоряжения");
            r = doc.Range(p.Range.End - 1, p.Range.End - 1);
            r.Text = " № ";
            //номер распоряжения
            AddContentControlText(r, "NumberRaspr", "Номер распоряжения", "Номер распоряжения");

            doc.Paragraphs.Add();
            p = doc.Paragraphs.Last;
            p.SpaceAfter = 18;
            r = p.Range;
            r.ParagraphFormat.set_Style(doc.Styles["MyStyleParagraph"]);
            r.Font.Bold = 1;
            p.Alignment = Word.WdParagraphAlignment.wdAlignParagraphCenter;//по центру размещаем
            //название распоряжения
            AddContentControlText(r, "NameRaspr", "Название распоряжения", "Название распоряжения");

            doc.Paragraphs.Add();
            p = doc.Paragraphs.Last;
            p.SpaceAfter = 18;
            r = p.Range;
            r.ParagraphFormat.set_Style(doc.Styles["MyStyleParagraph"]);
            p.Alignment = Word.WdParagraphAlignment.wdAlignParagraphCenter;
            //текст распоряжения
            AddContentControlText(r, "TextRaspr", "Текст распоряжения", "Текст распоряжения");

            doc.Paragraphs.Add();
            p = doc.Paragraphs.Last;
            r = p.Range;
            r.ParagraphFormat.set_Style(doc.Styles["MyStyleParagraph"]);
            //таблица для пунктов распоряжения
            Word.Table tbl = doc.Tables.Add(r, 1, 2);
            tbl.Columns[1].SetWidth(doc.Application.CentimetersToPoints(1), Word.WdRulerStyle.wdAdjustFirstColumn);
            tbl.Cell(1, 1).Range.Text = "1.";
            r = doc.Range(tbl.Cell(1, 2).Range.End - 1, tbl.Cell(1, 2).Range.End - 1);
            AddContentControlText(r, "TextPunkt", "Пункт распоряжения", "Пункт распоряжения");

            doc.Paragraphs.Add();
            p = doc.Paragraphs.Last;
            r = p.Range;
            //должность
            AddContentControlText(r, "Dolgnost", "Должность", "Должность");
            r = doc.Range(p.Range.End - 1, p.Range.End - 1);
            r.Paragraphs.TabStops.Add(350, Word.WdAlignmentTabAlignment.wdLeft);
            r.Text = "t";
            r = doc.Range(p.Range.End - 1, p.Range.End - 1);
            //ФИО
            AddContentControlText(r, "FIO", "ФИО", "ФИО");
        }
    }

Запускаем и получаем вот такой шаблон документа:

Для примера заполним дату распоряжения:

Дата заполнена:

В следующих статьях мы рассмотрим пример функционала для пользователя, чтобы он мог создавать новые пункты распоряжения или удалять ненужные.