Data Tab — Quick Reference Card

DataPublisher for Word · May 2026

Sub-Tabs at a Glance

Sub-Tab	What It's For
Files	Upload CSV data files · Manage Word templates
Sources	Connect Google Sheets, Excel 365, SQL Server
Import	4-step wizard to pull live data into Word as a table
Media	Image libraries for `[[field]]` placeholders
Tables	Edit/add/delete rows in your CSV data directly
Data Sets	Project workspaces · Domain Template Catalog
Builder	Visual tool to build placeholders and logic

Placeholder Syntax

Type	Syntax	Use When
Text field	`<<field_name>>`	Inserting data as text
Image field	`[[field_name]]`	Inserting an image by filename
With function	`<<field>>{{FormatCurrency}}`	Transforming data on output
Conditional	`{#IF field = value}...{/IF}`	Showing content conditionally
Loop	`{#FOREACH Array}...{/FOREACH}`	Repeating for detail records

30-Second Tasks

Upload a data file:
Files → Import Data File → select CSV → done

Insert placeholders into Word:
Files → click Insert Fields on your file → check columns → Insert

Create an image library:
Media → Create Library → name it → upload images

Edit a data row:
Tables → select Data Set → find row → click to edit

Clone a sample domain:
Data Sets → Domain Template Catalog → find template → Use This Template

Build a placeholder visually:
Builder → select file + field → configure → Insert into Document

Builder Sub-Tabs

Builder Tab	Builds
Basic Fields	`<<field>>` or `[[field]]`
Post-Processing	`<<field>>{{Function1}}{{Function2}}`
Conditionals	`{#IF field = value}...{/IF}`
Loops	`{#FOREACH Array}...{/FOREACH}`
Snippets	Pre-built common patterns

F2 shortcut: Type a placeholder in Word → press F2 → Advanced Builder opens with live data preview

Which Sub-Tab for What?

Task	Go To
Upload a new CSV	Files
Connect to Google Sheets	Sources
Pull live data into a table in my doc	Import
Add product photos	Media
Fix a typo in my data	Tables
Start a new project from scratch	Data Sets
Build a complex placeholder	Builder
Find a template to get started	Data Sets → Domain Template Catalog

Image Reference Syntax

[[field_name]]{{InsertImage}}
[[library_name/filename.jpg]]{{InsertImage}}{{SetImageWidth:108}}
<<image_path_column>>{{InsertImage}}{{CenterImage}}

Library name and filename are case-sensitive.
108 points = 1.5 inches · 72 points = 1 inch

Supported File Formats

Data files: CSV, TXT (up to 50 MB, UTF-8 recommended, header row required)
Word templates: .docx
Images: .jpg · .jpeg · .png · .gif · .bmp · .tiff · .webp