Guides

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.

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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 TypePlaceholder ExampleNotes
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.

Tables

Static Table Example

LabelTag
Security Plan ID{{securityplanid}}
System Name{{systemname}}
Categorization{{categorization}}

Repeating Table Example

Issue IDTitleSeverityOwner
{{issueid}}{{title}}{{severity}}{{issueowner}}

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

Mixed Table Example

ControlImplementation Status
{{control}}{{implementationStatus}}

Lists

To export bullet lists or line-separated values:

• {{levauthtitle}}

Standard Checkbox Example

To export boolean fields as checkboxes:

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

Rendered:
☒ Authorization ☒ Capture ☐ Settlement

Yes/No Checkbox Example

To export a Yes/No checkbox pair:

{{chkboxYN-01}}

Rendered:
☒ Yes ☐ No