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Laserfiche Cloud

Using data from a field on a form to generate a Word Document - Cloud

Workflow Laserfiche Cloud

Updated January 19

asked on January 15

Hello,

I am setting up a workflow that grabs data from a form submitted. However once the document has been created, the sections that are replaced are no longer formatted correctly.

I have attached a screenshot of the issue. As you can see the section under Termination has the proper margin setting, however the Compensation and Insurance are not.

I am lost to where I need to force the format to stay how we want.

Thank you!

Screenshot 2026-01-15 153251.png (313.03 KB)

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replied on January 15 • Show version history

Hi Aldana,

I'm guessing you're using the Document Merge Rule in your workflow, with an underlying MS Word template, correct? In which case, all document formatting is really controlled in the MS Word Template.

The Document Merge rule in Cloud essentially just passes a text value with no formatting to the template. You may need to edit your Word template with the formatting as you want it, and then replace your template in the Document Merge rule, until you get the layout correct.

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replied on January 16

The Laserfiche documentation references how to use the Workflow activities to merge data in a Word document.

There is also a Laserfiche PDF that describes how to setup the fields in Word.

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Using data from a field on a form to generate a Word Document - Cloud

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