╔═══════════════════════════════════════════════════════════════════╗

║ DATA TAB ║

╠═══════════════════════════════════════════════════════════════════╣

║ ║

║ ┌──────────────────────────────────────────────────────────┐ ║

║ │ SUB-TAB NAVIGATION (2 Rows) │ ║

║ │ │ ║

║ │ Row 1: [📁 Files] [🔌 Sources] [📥 Import] │ ║

║ │ Row 2: [🔄 Sync] [🖼️ Media] [📦 Packages] │ ║

║ └──────────────────────────────────────────────────────────┘ ║

║ ║

║ ┌──────────────────────────────────────────────────────────┐ ║

║ │ ACTIVE SUB-TAB CONTENT │ ║

║ │ │ ║

║ │ [Content changes based on selected sub-tab] │ ║

║ │ │ ║

║ │ • Lists │ ║

║ │ • Forms │ ║

║ │ • Wizards │ ║

║ │ • Action buttons │ ║

║ │ │ ║

║ └──────────────────────────────────────────────────────────┘ ║

║ ║

╚═══════════════════════════════════════════════════════════════════╝

---

🔄 Data Flow Diagram

Static Data Workflow (CSV Files)

┌──────────────┐

│ Your CSV │

│ File │

└──────┬───────┘

│

│ Upload

▼

┌──────────────┐ Insert Fields ┌──────────────┐

│ Files Tab │────────────────────────▶│ Word Document│

│ │ │ │

│ • View data │ │ Placeholders │

│ • Sort │ │ inserted │

│ • Download │ └──────┬───────┘

└──────────────┘ │

│ Go to Actions

▼

┌──────────────┐

│ Merge Data │

│ │

│ Final │

│ Document! │

└──────────────┘

---

Live Data Workflow (Google Sheets, etc.)

┌──────────────┐

│ Google │

│ Sheets │

└──────┬───────┘

│

│ Connect (OAuth)

▼

┌──────────────┐

│ Sources Tab │

│ │

│ Connection │

│ established │

└──────┬───────┘

│

│ Import with wizard

▼

┌──────────────┐ 4-Step Wizard ┌──────────────┐

│ Import Tab │────────────────────────▶│ Word Document│

│ │ │ │

│ 1. Source │ │ Live data │

│ 2. Table │ │ inserted │

│ 3. Configure │ └──────────────┘

│ 4. Insert │ │

└──────┬───────┘ │

│ │

│ Enable auto-sync? │

▼ │

┌──────────────┐ │

│ Sync Tab │ Auto-updates │

│ │◀──────────────────────────────┘

│ Schedules │

│ manage │

│ updates │

└──────────────┘

---

Image Workflow

┌──────────────┐

│ Your Image │

│ Files │

└──────┬───────┘

│

│ Upload to library

▼

┌──────────────┐

│ Media Tab │

│ │

│ Library: │

│ "Products" │

│ │

│ ├─ item1.jpg │

│ ├─ item2.jpg │

│ └─ item3.jpg │

└──────────────┘

│

│ Reference in template

▼

┌──────────────────────────────┐

│ Word Template: │

│ │

│ Product: <> │

│ [[Products/item1.jpg]] │

│ Price: <> │

└──────┬───────────────────────┘

│

│ Generate

▼

┌──────────────────────────────┐

│ Final Document: │

│ │

│ Product: Widget │

│ [IMAGE INSERTED HERE] │

│ Price: $29.99 │

└──────────────────────────────┘

---

Email Campaign Workflow

┌──────────────┐ ┌──────────────┐

│ Email HTML │ │ Customer │

│ Template │ │ CSV Data │

└──────┬───────┘ └──────┬───────┘

│ │

│ │

└───────┬───────────┘

│

│ Create export

▼

┌──────────────┐

│ Actions Tab │

│ Export │

│ Wizard │

└──────┬───────┘

│

│ Processing...

▼

┌──────────────┐

│ Packages Tab │

│ │

│

│ │

│ 📦 ZIP │

│ Package │

└──────┬───────┘

│

│ Download

▼

┌──────────────┐

│ Power │

│ Automate │

│ │

│ Import & │

│ Send emails │

└──────────────┘

---

🗺️ Feature Map

What Lives Where?

Files Tab

├─ 📁 Data Files (CSV/Excel)

│ ├─ Upload

│ ├─ View/Sort

│ ├─ Insert fields

│ └─ Download/Delete

│

└─ 📄 Word Templates

├─ Upload .docx

├─ Save current doc

├─ Load template

└─ Download/Delete

Sources Tab

├─ 🔌 Connect to live data

│ ├─ Google Sheets (OAuth)

│ ├─ Microsoft Excel (OAuth)

│ ├─ Airtable (API Key)

│ └─ SQL Server (Credentials)

│

└─ Manage connections

├─ Test connection

├─ Edit settings

└─ Delete connection

Import Tab

└─ 📥 4-Step Wizard

├─ Step 1: Select source

├─ Step 2: Select table

├─ Step 3: Configure

│ ├─ Choose columns

│ ├─ Set format

│ └─ Enable auto-sync

└─ Step 4: Preview & Insert

Sync Tab

└─ 🔄 Manage schedules

├─ View all schedules

├─ Enable/Disable

├─ Sync Now

└─ Delete schedule

Media Tab

└─ 🖼️ Graphics libraries

├─ Create library

├─ Upload images

├─ View gallery

└─ Download/Delete

Packages Tab

└─ 📦 Email campaign packages

├─ View details

├─ Download ZIP

└─ Delete package

---

🎯 Decision Trees

"Which Sub-Tab Do I Need?"

START: What do you want to do?

│

├─ Upload a CSV file?

│ └─ GO TO: Files Tab

│

├─ Connect to Google Sheets?

│ └─ GO TO: Sources Tab

│

├─ Get live data into Word?

│ ├─ Connection exists?

│ │ └─ YES → GO TO: Import Tab

│ └─ NO → GO TO: Sources Tab first

│

├─ Auto-update data?

│ ├─ Already importing?

│ │ └─ YES → GO TO: Sync Tab (manage)

│ └─ NO → GO TO: Import Tab (enable sync)

│

├─ Add product images?

│ └─ GO TO: Media Tab

│

└─ Download email campaign?

└─ GO TO: Packages Tab

---

"I Have Live Data - What's the Path?"

START: You want live data that updates automatically

│

▼

• GO TO: Sources Tab

│

▼

• GO TO: Import Tab

├─ Step 2: Select table/sheet

├─ Step 3: Configure &

└─ Step 4: Insert into document

│

▼

• GO TO: Sync Tab

└─ Manage schedule (enable/disable, sync now)

│

▼

DONE! Your data now updates automatically!

---

📊 Tab Relationships

How Tabs Work Together

┌─────────────┐

│ Files Tab │

│ │

│ CSV files & │

│ templates │

└──────┬──────┘

│

│ Provides data

▼

┌─────────────┐ ┌─────────────┐ ┌─────────────┐

│ Sources Tab │──▶│ Import Tab │──▶│ Sync Tab │

│ │ │ │ │ │

│ Connect to │ │ Pull data │ │ Auto-update │

│ live data │ │ with wizard │ │ schedules │

└─────────────┘ └──────┬──────┘ └─────────────┘

│

│ Needs images?

▼

┌─────────────┐

│ Media Tab │

│ │

│ Image │

│ libraries │

└──────┬──────┘

│

│ All content ready

▼

┌─────────────┐

│ Actions Tab │

│ (Merge) │

│ │

│ Generate │

│ documents │

└──────┬──────┘

│

│ Email campaign export?

▼

┌─────────────┐

│ Packages │

│ Tab │

│ │

│ Download │

│ for Power │

│ Automate │

└─────────────┘

---

🎨 Visual Workflow Examples

Example 1: Product Catalog

STEP 1: Data Tab → Files

┌────────────────────┐

│ Upload products.csv│

│ │

│ ID | Name | Price │

│ 01 | Widget | 9.99│

│ 02 | Gadget | 19 │

└────────────────────┘

↓

STEP 2: Data Tab → Media

┌────────────────────┐

│ Create "Products" │

│ library │

│ │

│ Upload: │

│ • product-01.jpg │

│ • product-02.jpg │

└────────────────────┘

↓

STEP 3: Word Template

┌────────────────────┐

│ <> │

│ [[product-<> │

│ .jpg]] │

│ $<> │

└────────────────────┘

↓

STEP 4: Actions Tab → Merge

┌────────────────────┐

│ Generate! │

│ │

│ Result: 2-page │

│ catalog with │

│ images │

└────────────────────┘

---

Example 2: Daily Sales Report (Auto-Updating)

DAY 1: Setup

│

├─ Data Tab → Sources

│ └─ Connect to Google Sheets ✅

│

├─ Data Tab → Import

│ ├─ Select "Sales Dashboard" sheet

│ ├─ Choose columns

│ ├─

│ └─ Insert as table

│

└─ Data Tab → Sync

└─ Verify schedule created ✅

EVERY DAY AFTER:

│

├─ Midnight: System auto-syncs

│ └─ Pulls latest data from Google Sheets

│

└─ Morning: You open Word

└─ See fresh data automatically! 🎉

---

🧭 Navigation Quick Tips

Keyboard Shortcuts (In Add-in)

Tab Navigate between buttons

Enter Activate selected button

Escape Close dialog/wizard

Ctrl + F Search within tab

Visual Cues

🟢 Green badge = Active/Hourly

🔵 Blue badge = Daily sync

🟣 Purple badge = Weekly sync

🔴 Red X = Error/Disabled

Button Icons

📁 Files Upload/Open files

🔌 Sources Connect/Plug in

📥 Import Download/Import

🔄 Sync Refresh/Update

🖼️ Media Images/Graphics

📦 Packages Box/Container

⬇️ Download Down arrow

🗑️ Delete Trash can

👁️ View Eye

✏️ Edit Pencil

---

📏 Sizing and Layout

Add-in Panel Width

┌─────280px──────┐

│ │

│ Data Tab │

│ Content │

│ │

│ Sub-tabs │

│ in 2 rows │

│ for better │

│ fitting │

│ │

└────────────────┘

Responsive Sub-Tab Layout

Desktop View (normal):

┌──────────────────────────────┐

│ [Files] [Sources] [Import] │

│ [Sync] [Media] [Packages] │

└──────────────────────────────┘

Narrow View (280px):

┌──────────────────┐

│ [Files] [Sources]│

│ [Import] │

├──────────────────┤

│ [Sync] [Media] │

│ [Packages] │

└──────────────────┘

---

🎓 Learning Visual Aid

Feature Complexity Scale

Easiest ─────────────────────────────► Hardest

Files Tab

├─ Upload CSV ★☆☆☆☆

├─ Insert fields ★☆☆☆☆

└─ Save template ★★☆☆☆

Media Tab

├─ Create library ★☆☆☆☆

└─ Upload images ★☆☆☆☆

Sources Tab

├─ Google Sheets ★★☆☆☆

└─ SQL Server ★★★☆☆

Import Tab

└─ 4-step wizard ★★★☆☆

Sync Tab

├─ View schedules ★☆☆☆☆

└─ Configure sync ★★★☆☆

Packages Tab

└─ Download package ★☆☆☆☆

---

🔍 Visual Troubleshooting

"I Don't See My Data"

START HERE

│

├─ Files Tab?

│ ├─ File uploaded? → Check Files list

│ └─ Not there? → Upload again

│

├─ Import Tab?

│ ├─ Did wizard complete? → Check Step 4

│ └─ Did you click Insert? → Try again

│

└─ Sync Tab?

├─ Schedule enabled? → Check toggle

├─ When was last sync? → Check timestamp

└─ Click "Sync Now" → Force update