Exporting to Word
From Mosaic version 25.1.0.0 onward, it is possible to export forms and letters (as well as the person summary) to a Microsoft Word format. Specifically, Mosaic can export completed forms and letters using local templates and layouts rather than the generic form and letter templates.
No templates are provided as standard with Mosaic, other than the person summary output, as this functionality is designed for export to local form or letter requirements – to be able to export Mosaic forms into the required templates for other organisations – or to provide different outputs for different purposes from the same Mosaic form.
The provided Word templates will be mapped against the current version of the Mosaic form Person Details Export. They are Adult [English] - Person summary template.docx and Child [English] - Person summary template.docx.
The person summary output can be replicated with an alternative language or form by using them within a workflow step or as a standalone form. It is also possible to update the default forms, but these alternatives may need to be re-uploaded after upgrades.
📌Note: It's possible to have multiple templates per form or letter, so that different versions could be exported. This might be useful to create both shorter and full versions of a form, for example.
The rest of this section explains how to create a template within Mosaic to export items to a Word format.
Creating a Word template
To create a template for exporting to the Word format, you must create a file in a Word format (that is, with a .doc or .docx file suffix). The exported documents will be based on this, so you can style the document as you wish and include your organisation’s standard elements such as fonts, logos, titles, and so on. If you have a standard template for Word documents, you can start from that.
The tags used are called QUCs aka Question User Codes; they are a unique identifier of any specific element inside a form and can be found in the template editor.
⚠️ Important: You should test any Word template that you create before using it in a live environment.
📌Note: To access the guide, you'll need to log in to the Customer Success Portal.
For further details on creating templates, see the user guide.