I'm aware of how to include Document properties in a word template. What I'd like to achieve in addition to this, is data from another list (1 to many relationship) in a repeating section.

For example... I have a document library "Person" with columns for Name and Date of Birth. In a separate list, I have columns for Name (same as Name in Person library), Favourite Activity and Description. In template for the "Person" library, I'd like to insert their name, date of birth, and a paragraph for each of their favourite activities.

Is this doable?

As a workaround I've tried using a SPD2013 workflow to concatenate the values from the list and insert them to a single column in the People library, without much joy.


It is not doable out of the box. We done something similar at my current job and to do that you need to develop custom office add-in. Add-in was querying Sharepoint list and populate the document using the rich text from list.

  • Thanks for the advice Marek! I guess I'll start on my custom Add-In – DylanB Oct 24 '18 at 13:28

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