Creating an Export Builder DOCX Template

Export Builder templates are DOCX files that define the structure and formatting of your exported documents. You add placeholder tags in the format {{field_name}} that will be replaced with RegScale data during export generation.

General Guidelines

• Use {{double_curly_braces}} to mark data fields.
• Tag names should match field names where possible for auto-mapping.
• You may apply bold, italics, font size, and color—formatting is preserved.
• For images, wrap the tag in a Word textbox for scaling.

Supported Placeholder Examples

Data Type	Placeholder Example	Notes
Text	{{systemname}}	Plain text, stripped of HTML.
Date (MM/DD/YYYY)	{{authorizationDate}}	UTC format MM/DD/YYYY.
Date (YYYY-MM-DD)	{{authorizationDateYYYYMMDD}}	UTC format YYYY-MM-DD.
Checkbox (Yes/No)	{{checkboxYESNO}}	Requires a Select List with "Yes" and "No" values (Form Builder).
Checkbox	{{checkbox}}	Boolean field checkbox.
File Name	{{authorization-boundaryfilename}}	Returns file name from file field.
Image	{{authorization-boundaryimage}}	Must be in a Word textbox to scale properly.

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Tables

Static Table Example

Label	Tag
Security Plan ID	{{securityplanid}}
System Name	{{systemname}}
Categorization	{{categorization}}

Repeating Table Example

Issue ID	Title	Severity	Owner
{{issueid}}	{{title}}	{{severity}}	{{issueowner}}

Place child module/subform tags inside tables to enable proper data looping.

Mixed Table Example

Control	Implementation Status
{{control}}	{{implementationStatus}}

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Lists

To export bullet lists or line-separated values:

• {{levauthtitle}}

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Standard Checkbox Example

To export boolean fields as checkboxes:

{{chkbox-01}} Authorization  
{{chkbox-02}} Capture  
{{chkbox-03}} Settlement

Rendered:
☒ Authorization ☒ Capture ☐ Settlement

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Yes/No Checkbox Example

To export a Yes/No checkbox pair:

{{chkboxYN-01}}

Rendered:
☒ Yes ☐ No