# Microsoft Word (DOCX)

Use this page when you want to design the document in Microsoft Word and generate a true `.docx` output from Salesforce data.

A DOCX template is built in Word, then uploaded to S-Docs for generation.

Use it when Word layout tools matter more than HTML or CSS control.

{% hint style="info" %}
Pick **DOCX** when you want Word-native formatting, editable Word output, and bracket-based S-Docs syntax.

Pick [PDF Templates](/sdocs/template-architecture/document-formats/pdf-templates.md) when you want the layout built directly in the template body.
{% endhint %}

### When DOCX is the right fit

Use DOCX templates when you need:

* Microsoft Word layout and styling tools
* a generated `.docx` file
* merge fields inside a Word document
* conditional sections in Word
* related list tables inside Word tables
* named queries in Microsoft template syntax
* reusable DOCX components

DOCX is a strong fit for contracts, letters, forms, packets, and customer documents that users may keep editing in Word after generation.

### How DOCX templates work

The document design lives in Word.

The dynamic data comes from S-Docs syntax placed inside the Word file.

DOCX templates use bracketed syntax around S-Docs blocks and merge fields.

{% code title="docx-basic-syntax.txt" %}

```plaintext
[{{!Account.Name}}]

[<!--RENDER='{{!Opportunity.StageName}}' == 'Closed Won' -->]
  Approved amount: [{{!Opportunity.Amount #,###.00}}]
[<!--ENDRENDER-->]
```

{% endcode %}

### Build and upload a DOCX template

{% stepper %}
{% step %}

### Create the template record

Create a new S-Docs template.

Set the format to **DOCX**.
{% endstep %}

{% step %}

### Build the document in Microsoft Word

Create the layout in Word just as you want it to appear.

Use normal Word tools for fonts, spacing, tables, headers, and page layout.
{% endstep %}

{% step %}

### Add S-Docs fields and logic

Insert merge fields with DOCX syntax.

Use square brackets around fields, query blocks, and render blocks.
{% endstep %}

{% step %}

### Upload the `.docx` file

Open the template in **Template Editor**.

Upload the Word file so S-Docs can use it for generation.
{% endstep %}

{% step %}

### Generate and test

Test with real record data.

Verify merge fields, table output, images, and conditional sections before rollout.
{% endstep %}
{% endstepper %}

### Core DOCX patterns

#### Merge fields

Wrap merge fields in square brackets.

{% code title="docx-merge-field.txt" %}

```plaintext
[{{!Opportunity.Name}}]
[{{!Contact.Email}}]
```

{% endcode %}

#### Conditional logic

Use bracketed `RENDER` tags.

{% code title="docx-render-block.txt" %}

```plaintext
[<!--RENDER='{{!Opportunity.Amount}}' > '10000' -->]
  Executive approval required.
[<!--ENDRENDER-->]
```

{% endcode %}

#### Component templates

Use a DOCX Component template type here.

{% code title="docx-component.txt" %}

```plaintext
[{{{{!Component Template Name}}}}]
```

{% endcode %}

#### Named queries

Wrap both the query block and the output fields in square brackets.

{% code title="docx-named-query.txt" %}

```plaintext
[{{!<lineitemsSOQL>
  <class>none</class>
  <queryname>TopItem</queryname>
  <soql>
    SELECT Name, TotalPrice
    FROM OpportunityLineItem
    WHERE OpportunityId = '{{!Opportunity.Id}}'
    ORDER BY TotalPrice DESC
    LIMIT 1
  </soql>
</lineitemsSOQL>}}]

[{{!TopItem.Name}}]
[{{!TopItem.TotalPrice #,###.##}}]
```

{% endcode %}

#### Related list tables

DOCX related lists render inside Word tables.

Use a table with:

1. a header row
2. an odd row
3. an even row

Then wrap the table with DOCX table tags.

{% code title="docx-related-list-table.txt" %}

```plaintext
[{{!<lineitemsSOQL>
<tableformat>]

| Product | Quantity | Total |
| sample  | sample   | sample |
| sample  | sample   | sample |

[</tableformat>
<soql>
  SELECT Product2.Name, Quantity, TotalPrice
  FROM OpportunityLineItem
  WHERE OpportunityId = '{{!Opportunity.Id}}'
</soql>
<column>Product2.Name</column>
<column>Quantity</column>
<column format-number="#,###.##" prefix="$">TotalPrice</column>
</lineitemsSOQL>}}]
```

{% endcode %}

### Supported features

DOCX templates support these common S-Docs capabilities:

* merge fields
* conditional logic
* named queries
* related list tables
* component templates
* embedded images
* Word-native formatting and layout

### Important constraints

Keep these DOCX rules in mind:

* Use square brackets around DOCX merge fields and markup blocks.
* Use Word tables for repeating table output.
* Re-upload the file after updating it in Word.
* Live Edit is not supported.

{% hint style="warning" %}
Word spelling and grammar suggestions can break DOCX generation.

Before upload, use the Word Editor to clear all active proofreading marks from the file.
{% endhint %}

### Next reads by goal

* Need merge field syntax? Read [Merge Fields With Microsoft Templates](/sdocs/template-architecture/inserting-merge-fields/merge-fields-with-microsoft-templates-docx-pptx-xlsx.md).
* Need DOCX table setup? Read [How to: Create a Table In Microsoft Templates](/sdocs/advanced-template-logic/related-lists/how-to-create-a-table-in-microsoft-templates-docx-pptx.md).
* Need DOCX conditional syntax? Read [Quick Setup: Conditional Logic With Microsoft Templates](/sdocs/advanced-template-logic/conditional-logic/quick-setup-conditional-logic-with-microsoft-templates-docx-pptx-xlsx.md).
* Need named query patterns? Read [How To: Advanced Data Retrieval with Named Queries](/sdocs/advanced-template-logic/named-query/how-to-advanced-data-retrieval-with-named-queries.md).
* Need DOCX components? Read [Component (DOCX)](/sdocs/advanced-template-logic/build-reusable-templates/component-template-how-to-article/component-docx.md).
* Need to fix Word paste styling? Read [Copy from Word: WindowText](broken://spaces/WKNnJmhJBQwhdk5WBFsi/pages/0fbbe8a2be555b1e892a399258485c46d95f454b).
* Need to fix proofreading markup errors? Read [DOCX Generation Failure: SpellStart](/sdocs/template-architecture/document-formats/docx-s-docs/additional-resources/docx-generation-failure-spellstart.md).
* Need checkbox output in DOCX? Read [checkboxes with docx](/sdocs/template-architecture/document-formats/docx-s-docs/additional-resources/checkboxes-with-docx.md).
* Need embedded image troubleshooting? Read [Generating DOCX DOC DOC New Documents with Embedded Images](broken://spaces/WKNnJmhJBQwhdk5WBFsi/pages/7688f493f94359a710ed38a8b84f36d57be00360).


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