If you are the main user on the account, you will need to generate an API key to activate import and export functions like Print, Word and Bulk Create. Go to the Admin page and select "API Key" on the left side menu. This will take you to the API Key section of the Admin page.
If you do not have the Admin panel, then you are not the main user and the key has been generated for you and you can use the Print, Word and Bulk Create functions directly.
Any object in DecisionsFirst Modeler can be used as the basis for a Word document. Anywhere you see the Print or PrintAll buttons you can generate a Word document for the object or diagram being displayed. The difference between the two buttons is that the Print button generates only the current object while the PrintAll generates information for all related objects also. Watch a short video included at the end of this article. On the Marketing Decisions Diagram, click on the PrintAll button. The button will grey out while work is in progress for a few seconds, then a message will appear below the tabs that "PrintAll is Ready". Now click on the Download Word button and select a file location in the usual pop-up window.
Go to the file location and open the .XML file. Don't worry it is not blank! The diagram is too big for the first page, so scroll down to page two and resize it. Continue scrolling to see all decisions, sources and supporting information all in one package.
Mac Users: Rename the saved file to a .xml file.
Open the .xml file with Word (use "Open with..." if needed). The Word document will be a well structured document using headings and tables as necessary.
There’s more to come in future tutorials but for now, experiment with the various options to generate your diagram, a decision or another object into Word.
Tip: The generated word document uses the standard heading styles. You can copy and paste the text into your standard format and then apply your own heading styles.
Watch a short video:
Next we will learn how to use the home page and search engine.
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