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Installing Gonexa
Build a template
Basic setup
Design in Word
Publish your template
Filter template visibilty
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Manage tables
Create tables
Filter data
Sort data
Grouping data
Display conditions
Simple conditions
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Gonexa University

Initial training


The Gonexa Doc solution is Gonexa's historic solution for generating a document from a template in the format .docx. xlsx .pptx .pdf

Associated Documents & Translations

Several types of document templates exist to allow the management of new use cases, such as appendices or translations of the main templates.

Training prerequisites

  • Have already done a configuration of a main template
  • In the case of a translation, the Static part must be translated by you beforehand

It is possible to add one or more documents after a main document was generated, thanks to the associated documents. These documents can be added with or without conditions. They are dependent on the main document and cannot be generated alone.

For example, this may be General Terms and Conditions of Sale or Product Sheets.

Related document template

CASE #1
Create the associated document type template
  • Go to the “Document template” tab
  • Click on new
  • Choose the “Associate” record type
  • Give it a name
  • Choose a “Simple” or “Multiple” type


Simple : The document is displayed only once after the main document (example: MSA)

Multiple : The document is displayed several times after the main document, depending on the number of children in the main document (example: A main document contains a table with 5 products, then the associated document will be added 5 times after the main document, once for each product)
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Choose your main object

** If you have chosen a type Simple

  • The main object should be the same as the main template
  • The tag label should be the same as the main template

** If you have chosen a type Multiple

  • The main object must be the same as the child object of the main template
  • The tag label should be the same as the child object of the main template
Make the link between the associated template and the main template
  • Go to the main template
  • Click on the “Option” tab
  • Click on new in the “Document Template Dependencies” list
  • Look for the associated template you just created
  • Main object condition: this optional field allows you to define logic to use or not use the associated template. Example: “Add_annexe__c = true”
  • You can also define an order of use of associated templates in case you have several.

Document template translation

CASE #2

A Translation document template is used to translate a main document.
This type of document is used when there is a need to have a document template in several languages.

Create the translation-type document template
  • Go to the “Document template” tab
  • Click on new
  • Choose the “Translation” record type
  • Give it a name
  • Select the main template in the “Translation of” field
  • Give a specific prefix for the generation in this language (ex: Devis instead of Quote)
  • Set the language for this translation
Make sure to define the language of the main template
  • Go to the main template
  • Define the language of the main template well
  • Check the box “User can change the language”
  • Optional: you can also define the default language applied based on a field with the country's ISO code (by default, the user language will be applied otherwise). Enter the API name of the field containing the language in “Default Language”.