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Option A: without a custom script
Without a custom script, your template (e.g., a
DOCX
file) must follow the proper notation for field names.Field names need to be written with CamelCase or using underscore
_
. If you write a field name with any other characters, including white spaces, data for that field is not rendered.Examples:
LastName
✅
last_name
✅
Last_Name
✅
last_Name
✅
Last Name
❌
last-name
❌
By default, the recursion level is set to a minimum of
3
. The recursion works as follows:- root record =
1
- subtable in root =
2
- another table within the subtable =
3
etc.
Either leave the recursion level set to its default or consider increasing the number of recursions, based on your needs.

Option A: Use the default recursion level (minimum of 3) or increase the number of recursions
Last modified 7mo ago