Samples Tab — Quick Reference Card

DataPublisher for Word · May 2026

What the Samples Tab Does

The Samples Tab is a pre-built library of ready-to-run projects. Each sample includes:
- A CSV data file with realistic sample records
- A Word template with placeholders already in place
- A configured merge action ready to run

One click copies everything to your account. Then switch to Actions → Merge and click Run. See it working in under 5 minutes with zero setup.

Filter Categories

Category	What's In It
All	Every available sample
Quick Start	Fastest to run — ideal for first-time users
Industry	Vertical-specific documents (real estate, education, etc.)
Master-Detail	Documents with parent + line-item relationships
Advanced	Complex templates using conditionals, loops, images

Using a Sample

Browse the sample cards (filter by category if needed)
Click a card to open the Preview modal — read what the sample produces
Click Use This Sample — data, template, and action are copied to your account
Switch to Actions → Merge — your data file and template are pre-selected
Click Run Action — watch it generate

My Samples Section

Once you've copied one or more samples, a My Samples panel appears at the top of the tab listing what you've already copied. This lets you quickly re-run or reference samples without scrolling through the full library.

Good First Samples to Try

Sample Type	What It Shows
Business Directory	Flow Columns layout with 400 listings — the fastest way to see large-scale generation
Product Catalog	Images + text in a multi-column layout
Personalized Letter	One-per-page merge with conditional content
Master-Detail Invoice	ForEach loops with line items

User Guides Sub-Tab

The second sub-tab inside Samples. Opens built-in help guides as popup dialogs — no browser, no external site.

Guide Type	When to Use
Tour	Read once as an orientation to a tab or feature
Quick Reference	Open during active work for fast lookup
5-Minute Start	Step-by-step tutorial for first use (Data + Actions tabs)
Visual Guide	Screen-by-screen UI walk-through (Data + Actions tabs)

Tip: Run a sample first to see the output, then open the matching User Guide to understand the mechanics.