A Word Layout controls how dynamic content is inserted into Word and PDF documents. Word Layouts are reusable components embedded within Word Designs to build complete, formatted documents in the system.
Word Layouts use custom merge tags (placeholders in brackets, like [MEET_HEAD]) to pull in content. When a document is generated, these tags are replaced with actual data.
Key Features:
Dynamic Content with Merge Tags: Use merge tags to insert content that updates automatically when documents are created.
Works with Word Designs: Word Designs control the overall document structure. Word Layouts control specific content areas within that structure.
Flexible Content Management: Update text, tables, or other content without editing the Word document itself.
Reusable Components: Use standard custom merge tags like [MEET_HEAD], [MEET_FOOT], and [MIN_SIGNATURES] to reference shared layout elements.
Customizable for Different Needs: Adjust content by meeting type or use case without changing the full document design.
This approach makes it easier to maintain and update documents while keeping formatting consistent.
This article will show how to add, edit, and delete Word Layouts.
Important Note
Both Word Designs and Word Layouts automatically update existing documents when changed, making them part of the four design elements that have this dynamic update capability.
Add a New Word Layout
Sign in to the system if you have not already
Navigate to the User Menu, then select the Settings option:
Click the Meetings tile:
Click the Word Layouts tile:
Click the New Word Layout button:
Fill in the Create Word Layout fields:
Name (required): Enter a name for the Word Layout
Merge Tag: Enter a unique Merge Tag that will be used to input the Word Layout
Note:
If you leave the Merge Tag field blank, the system will create one for you.
Content: Enter the content of the Word Layout
Notes:
Only Agenda Merge Tags are valid for the Content field.
You can use the paragraph formatting and text formatting tools to format the display of the report design, as desired:
Click Create Word Layout to save the new Word Layout and return to the Word Layouts page, or click Create and Add New to save the new Word Layout and immediately begin creating a new one:
The new Word Layout has been added
Edit a Word Layout
Sign in to the system if you have not already
Navigate to the User Menu, then select the Settings option:
Click the Meetings tile:
Click the Word Layouts tile:
Click the Edit button (purple pencil icon) to the right of the Word Layout you wish to update:
Edit the information fields as desired:
Name (required): Edit the name of the Word Layout, if desired
Merge Tag: Enter or edit the unique Merge Tag that will be used to input the Word Layout, if desired
Note:
If you leave the Merge Tag field blank, the system will create one for you.
Content: Update the content that will be used in the Word Layout, if desired
Note:
Only Agenda Merge Tags are valid for the Content field.
You can use the paragraph formatting and text formatting tools to format the display of the report design, as desired:
Click the Save Changes button:
The Word Layout has been updated
Delete a Word Layout
Sign in to the system if you have not already
Navigate to the User Menu, then select the Settings option:
Click the Meetings tile:
Click the Word Layouts tile:
Click the Delete button (red trash can icon) to the right of the Word Layout you wish to remove permanently:
Click the Delete Word Layout button on the pop-up that appears to confirm the deletion:
The Word Layout has been deleted
Update the Word Layouts Used by a Word Design
Word Layouts function as reusable components that can be inserted into Word Designs using merge tags. To change the Word Layouts used by an existing Word Design, you will need to download the existing Word Design, make and save your changes, then upload the new version. Instructions for completing this process can be found in the Add and Manage Word Designs article.