Let's learn how to add Document Generator Add-in to Microsoft!
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S - Document Generator - Microsoft Add-in.mp4
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(Video Description: How to add Document Generator Add-in to Microsoft)
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Edit an existent existing Template
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Let's see how we can edit an existing template!
Xray offers a variety of report types, yet you might find the need to customize them. If so, you’re welcome to:
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Navigate into "Jira Admin Settings" and to "Document Generator" under Xray settings
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From any listed report, on the far right of each line click the button and select "Download" for the report you want to change
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S - Document Generator - Download an existing Report.mp4
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(Video Description: How to download an existing report)
You now have the ability to open the report in Word or Excel and make modifications using our add-in. Furthermore, without the help of our add-in, you can also make edits using any other document editor of your choice.
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Create a New Template
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Let's see an example of how to create a new template.
As an example, we will demonstrate using the Xray Add-in with Word.
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Start with either a blank document or a company template, and set the layout to either portrait or landscape.
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Design a header for your document using the given fields. Feel free to incorporate your company logo if desired.