We are building a report using Docentric that displays investor's stock certificates. There are a number of different letters that are sent to investors that need to include this information on the back of the letter. We'd like to build a single report for the investor's stock certificates and be able to include that with whatever letters need it. Is there a way to do this? Is the Sub Document option in Docentric useful for this?
Let me check if I understand your scenario correctly. Do you need to reuse parts of different templates and put that content in a separate template? If so, this would be some kind of Sub-Report, right?
Docentric Toolkit doesn't offer a sub report functionality out-of-the-box. But you are already pointing in the right direction with the Sub Document tagging element. What you could do is the following:
- Create a separate template for investor's stock certificates.
- Insert a Sub Document at locations of all templates that need to display certificates and bind it to a XML element or attribute named "StockCertificatesSubReport" representing a pre-generated certificates report (byte converted to Base64 string).
- When generating any of these reports you will first generated the "certificates" sub report, convert its data (byte) to Base64 string and add it as an XML element/attribute to the data source for the main report.
Let me know if I was clear enough.
Regards, Jure Leskovec
Last edited 09 October 2017