Creating and exporting custom template (documents)

[Alexander Giterman]

I want to create a template for a software specification document which i will be able to use in a sprint and be able to export it to word document with all fields screenshots if any etc.. what would be the best approach to do this and which extension/s would be best suited for that. Note i do not wish to add these under 'issues' these are documents which are a task assigned to a team member and they create it and then export it once its reviewed.

[Valerie Knapp]

Hi @Alexander Giterman , welcome to the Atlassian Community and thanks for your question. 

I have used https://marketplace.atlassian.com/apps/1218555/easy-pdf-export-word-export-html-export?hosting=cloud&tab=overview in a customer instance for a similar use case and it works well. Their process is that, at a defined point in the workflow, they need to create a pdf and then circulate it internally, so we're using Easy Word and Email this issue to achieve this. 

Best wishes

[Alexander Giterman]

Thanks for the prompt response, will this tool also work on "work items" such as "document" epic custom work items not "issues"?

 

[Alexander Giterman]

@Valerie Knapp can you please confirm

[Valerie Knapp]

Hi @Alexander Giterman , sorry for the delay in responding. As far as I know, you should be able to configure different types of export / template for different work item types.

I would check with the vendor just to be on the safe side - https://marketplace.atlassian.com/apps/1218555/easy-pdf-export-word-export-html-export?hosting=cloud&tab=support .

You can install the app as a free trial for 30 days and test it out. I found the customer service to be really helpful when I was configuring this app in my customer instance.

Best wishes