Insert a Microsoft Word Document in Microsoft Word

1. Navigate to the Object Lookup dialog box in OneStream. This dialog box provides all the syntax needed to insert content into an extensible document. This icon can be found on the following pages under the Application tab:

   • Form Templates

   • Books

   • Cube Views

   • Workspaces

   • Data Management

   

2. In the dialog box, select Extensible Document Settings. Expand Insert Content Using Document Variables and then expand Microsoft Word Document. Select the line of syntax, and click the Copy to Clipboard button to copy the first string.

   

3. In Microsoft Word, begin with a new or existing document.

4. To insert your string, go to Insert > Quick Parts > Field.

   

5. A Field dialog box displays. Under Field Names, select DocVariable. In the New name field, paste the string. The string "{XF}{Application}{File}{Documents/Public/ExtensibleDocs/WordFileName.docx}" displays in the field.

   

   See Extensible Document Settings for more examples on these different item types.

   TIP: Under Field Options, ensure Preserve formatting during updates is selected. See Preserve Formatting during Updates for more information.

6. Update the values to reflect the folder structure and the Microsoft Word Document you want to include in the report. Then in the Field dialog, click the OK button. The final string will display in the Microsoft Word document: { DOCVARIABLE \"{XF}{Application{File}{Documents/Public/ExtensibleDocs/WordFileName.docx}\" \* MERGEFORMAT }.

   IMPORTANT: You must manually update and remove extra " (quotation mark) and \ (backslash) symbols, or the Document Variable will not process correctly.

7. Place your cursor on the page, and press the Alt+F9 keys. This allows for the selected value to be shown or hidden on the page.

   IMPORTANT: If the expected content does not display after clicking the OK button in the Field dialog box, press the Alt+F9 or Alt+Fn+F9 keys.

   TIP: If pressing the Alt+F9 keys does not work, press Alt+Fn+F9 simultaneously instead.

8. Select File and Save As. Select a file name and add .xfdoc extension to the name. The file name is appended with ".xfdoc.docx".

9. Click Save to save the file and ensure it is saved in a familiar folder. For example, Documents.

10. Navigate back to OneStream, and open File Explorer. Under the folder of choice, select and upload the file in File Explorer.

11. Right-click on the file and select "Process and Open". You may need to enter or select a parameter and then click OK.

    The Microsoft Word document displays the data being requested from the referenced Microsoft Word Document.

    

    TIP: If the Document Variable content is shaded after processing and opening in Microsoft Word, update your settings in File > Options > Advanced > Field shading: Never.