How to list subitems, updates and connected items in a Word template

PDF Docs, Invoices + eSignatures · Updated 5 October 2026

Short answer

Put a start marker and an end marker around what repeats. For subitems, make a two-column-or-more Word table row starting with {{#subitems}} and ending with {{/subitems}}, and use {{s_Column name}} inside. Updates use {{#updates}}…{{/updates}}; a Connect boards column uses its own name as the marker.

Subitems

| Item                    | Qty       | Price                          |
| {{#subitems}}{{s_Name}} | {{s_Qty}} | {{s_Unit Price}}{{/subitems}}  |

Repeated for every subitem of the item.

Write subitems in small letters.
Use a table with at least two columns.
Other fields, like {{Item.Name}}, still work inside the row.

Updates

{{#updates}}{{date}}, {{user}}: {{text}}{{/updates}}

Connected items

{{#Contacts}}{{c_Name}}, {{c_Email}}{{/Contacts}}

For a Connect boards column called "Contacts".

Note: Leave symbols out of the marker: "Client (CRM)" becomes {{#Client CRM}}…{{/Client CRM}}. A list cannot go inside another list.

Images, QR codes and optional text

To show	Type this
The first image in a Files column	`{{Item.Files}}`
A QR code	`{{QR.Website}}`, or `{{qr.s_Link}}` inside a list
Text only when a column has a value	`{{#Item.Notes}}Notes: {{Item.Notes}}{{/Item.Notes}}`

Tip: Let the app build the table: My templates, New template, Table for a Word file, then Copy for Word.

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