DOCX Print

Overview

R2 generates DOCX files for Predefined prints, standard reports and Form Setup based prints. This update replaces the legacy RTF format, ensuring your documents open perfectly in Microsoft Office 365 with consistent formatting and no risk of file corruption.

The new DOCX output follows the same high-quality standards as R2’s PDF prints, giving you professional, reliable results every time.

Predefined prints

Predefined prints (prepackaged) are generated directly in DOCX format post version 06.26.02-00, instead of RTF.

Examples include:

• Order Search → Print Order List

• Warehouse → Print → Quick Turn Fulfillment, Quick Turn Forecast, Unfilled & Short Transfers

DOCX files generated from these print paths:

• Download successfully without errors.

• Follow existing file naming conventions.

• Open correctly in Microsoft Word.

• Preserve layout, fonts, tables, headers, and alignment.

If DOCX generation fails, R2 does not download an empty or corrupt file. Instead, it displays an appropriate error message.

Standard Reports

In the Reports module, the Standard reports are also generated in DOCX format post version 06.26.02-00, instead of RTF.

With this update:

• All standard reports are produced as DOCX files.

• Reports maintain consistent formatting when opened in Microsoft Word.

• RTF is no longer used for standard report output.

• DOCX report files preserve tables, spacing, and overall report structure for reliable viewing and sharing.

This update ensures stable document generation for all supported prepackaged prints and standard report types that previously generated in RTF format. Reports and prints generated in other formats remain unchanged.

Form Setup Based Prints

Applies To

You can use DOCX output for the following print types which works based on Form Setup:

• Order prints (all order categories)

• Invoice prints

• Batch invoice prints

• EDR prints

• Picklist prints (Order and Transfer) etc.

Prerequisites

Before you enable DOCX output, make sure that:

• Your forms follow R2’s PDF-compatible layout standards.

• You store disclaimer files in DOCX format.

• Header, footer, and body widths stay within supported limits.

Select DOCX as the output format

To set DOCX as default output format for a specific form. Refer to Form Setup.

You can also select DOCX as output format while printing form setup based prints in:

• Form Type Options

• Order Pick List

• Transfer Pick List

The system continues to support PDF and RTF formats without changes.

Flowsheet Prints

Flowsheet prints help track events or orders within a specific period. They display information such as:

• Number of events or orders scheduled

• Event start and end dates

• Equipment return requirements

Flowsheet prints can be accessed from:

• Reports Module → Sales → Flow Sheet

• Order Search Window

• Accounts → Order Search → Print Flowsheet toolbar icon

• Flowsheet prints are generated in DOCX format.

• R2 supports three output types. To generate flowsheet prints in the required output type, configure Form Setup with Order Type = Flowsheet for the Form UIs 977UI, 9777UI, or 97777UI. For more information about Flowsheet prints click here.

Customized Event Grid Panels

Some Event Order print formats include custom grid panel layouts that were originally implemented in the RTF printing engine.

These custom layouts were not fully supported when DOCX printing was initially introduced.

This extends DOCX printing support to include customized event grid panel formats, ensuring that event order layouts render correctly when printed in DOCX.

With this update:

• Custom Event Order formats that previously worked only with RTF printing will now render correctly in DOCX output.

• Grid panel structures, section layouts, and formatting will match the expected event order format.

• This improves compatibility between RTF and DOCX print outputs.

• Existing custom Event Order print templates continue to function without modification.

• Event Order Print Panels (154103, 154104, 154105, 154106, 154107, 154108, 154109, 154110)

• Opportunity Panels (1154000 root + sub-panels 1154010, 1154020, 1154030, 1154040, 1154050, 1154060, 1154070, 1154080)

• Proposal Panels (1154100 root + sub-panels 1154110, 1154120, 1154130, 1154140, 1154150, 1154160)

Configuration of forms for DOCX compatibility

Formatting Support in DOCX prints

The generated DOCX file preserves formatting defined in the form, including:

• Fonts and spacing

• Bold, italic, and underline styles

• Table structure and alignment

• Headers and footers

• Images, where applicable

The DOCX layout is designed to match the previous RTF output.

Use DOCX with PDF-Compatible Forms

The system aligns DOCX output with PDF layouts.

• Use PDF as the reference format when designing forms.

• Forms that work correctly in PDF usually work in DOCX without changes.

• Validate DOCX output by comparing it with the PDF output.

Convert RTF Forms to DOCX

You can convert existing RTF forms to DOCX.

In most cases, converting an RTF form:

• Enables DOCX output

• Maintains PDF compatibility

• Prevents Word formatting and file corruption issues

Disclaimers to DOCX Output

The system supports disclaimers in DOCX output.

• Store disclaimer files in DOCX format.

• Do not use RTF files for DOCX disclaimers.

• Verify disclaimer layout after conversion.

Configure Headers and Footers

The system processes headers and footers in a fixed order.
Always configure them in the following sequence:

1. First page header

2. Regular header

3. First page footer

4. Regular footer

5. Footer group

If you change this order, the system may skip or misplace headers and footers.

Configure the Default Footer

If you do not define a custom footer, the system applies a default footer as setup in the Configuration module > Print tab > Default Footer option.

Set the Default Footer

1. Go to Configuration → Print → Default Footer.

2. Select one of the following options:

How DOCX Renders the Footer

The system renders the default footer as a three-cell table:

• Left: Report title

• Center: Page X of Y

• Right: Printed on <date and time>

Configure Logos

The system simplifies logo handling for DOCX.

• Specify the logo image path directly in the Form UI.

• Do not create a separate logo file.

• Use the same configuration you use for PDF output.

Follow Layout and Width Standards

Microsoft Word enforces strict width limits for DOCX tables.

• Keep header, footer, and body widths within supported limits.

• Exceeding width limits may cause footer or alignment issues.

Handle Row Gaps Between Bordered Rows

The system renders each Form UI row as a separate Word table.

When adjacent rows use borders, Word may display a visible gap.

Merge Rows When Required

Set the following property only when you need continuous borders:

MERGE_WITH_NEXT_NEW_LINE = true

Use this property carefully.

Error Handling

If DOCX generation fails, the system:

• Does not download an empty or corrupt file

• Displays a clear, user-friendly error message

You can fix most issues by updating Form UI settings.

Validate DOCX Output

After you enable DOCX output:

• Compare DOCX output with PDF output.

• Confirm that headers, footers, disclaimers, and logos render correctly.

• Verify that PDF and RTF outputs remain unchanged.