Question:
I’d like to create my own template for the Doc Info (to PDF) option available on the document’s drop-down (burger) menu. Any tips I should know?
Answer:
The Doc Info template type is used by both the Doc Info (to PDF) option on the document’s menu and also the Combined Document Info option on the Project Dashboard. In fact, the same one template can be used for both of these options for all Doc types throughout your site. You could also have different templates for different criteria, but Spitfire must know which template to use based on the criteria because users do not get to select a template when they select the Doc Info (to PDF) or Combined Document Info option.
Spitfire distributes a default template with no criteria, which you can download, change or copy, and upload again into your template library.
However, if you want to create a Doc Info template from scratch, the following information will be useful.
The Three Areas of the Template:
The Top Area:
The top of your template page can look however you want. It can include a static image or logo, static text, and header bookmarks for the information that you want to appear for each Spitfire document. The bookmarks in the default template (shown above) provide information like this in the output:
The Middle Area:
Since the purpose of the Doc Info PDF is to just list the field information of the document and to show thumbnails of attached images or files, the middle section does not need to say much. By default, the sentence The information below summarizes this online document includes a link back to the document in Spitfire. What is important in this section is the bookmark FPart_2up_ALL_Visible, which is the full bookmark name of FPART_ALL seen above. While this bookmark could be modified slightly, it must be included in the template if document information is to appear in the PDF.
The FPart_2up_ALL_Visible bookmark is made up of the following segments:
- FPart is the required prefix that tells Spitfire to include all visible document fields in the PDF. However, if the field is already included by bookmark name in the template, it will not be repeated. For example, because DocHeader_Title appears on the top area, it will not appear again in the middle area.
- 2up is the option that tells Spitfire the number of field and data set columns to use when presenting field information on the PDF. 1up is also possible; any number higher than 2 is not recommended. For example, 2up will display as
Label Data | Label Data - ALL is the alias in the bookmark that will reference the WordTemplateConfig | IncludeParts rule to determine which document parts are to be included in this bookmark.
- Visible is the fieldname in the bookmark.
The Bottom Area:
A table with an RR bookmark is required if you want the PDF to include thumbnails of the image and files that are attached to the Spitfire document. The table should have one row but can have any number of columns across. We recommend 2, 3 or 4 columns; the default is 3. The default name for the bookmark that must appear in the table is RRIMGFN_210x3_FileIMG_DocKey. While this bookmark can be modified as explained below, it must be included in the template if thumbnails are to appear in the PDF.
The RRIMGFN_210x3_FileIMG_DocKey bookmark is made up of the following segments:
- RR is the required prefix that tells Spitfire to repeat the rest of the bookmark on subsequent rows in the table.
- IMG is the required prefix that tells Spitfire to display a thumbnail on the PDF.
- FN is the optional prefix that tells Spitfire to include the name of the file being thumbnailed under the image.
- 210x3 is the option that tells Spitfire how wide (in pixels) the thumbnails should appear and in how many columns. We recommend 210 pixels for 3 columns. This number could be bigger for 2 columns and smaller for 4 columns.
- FileIMG is the alias that tells Spitfire to include as thumbnails all image and DOCX, PDF and XLSX attachments (or whatever has been defined in the WordTemplateConfig | IMGFileTypesFile rule), with the exception of files that have Not Sent as the Incl option. A different alias can be used in the bookmark:
- SentIMG tells Spitfire to include only image attachments (as defined in the WordTemplateConfig | IMGFileTypesSent rule) with the exception of files that have Not Sent as the Incl option.
- AsmIMG tells Spitfire to include only image attachments (as defined in the WordTemplateConfig | IMGFileTypesAsm rule) with the Assemble option.
- DocKey is the required fieldname for this bookmark.
KBA-01920; Last updated: March 19, 2026 at 9:05 am
Keywords: DocInfo, Document Info,