General settings control how a recipe behaves when generating documents and how users interact with the resulting files. These options influence data handling, visibility, and document structure after generation.

Note: Not all settings are available in every recipe type.

Record Sample Data

The Record sample data option updates the recipe’s stored sample data each time a user generates a document.

Behavior

When enabled, every document generation replaces the existing sample data with the information provided by the user or integration. When disabled, the sample data remains unchanged, regardless of user input.

Default and availability

• Default: Disabled
• Available in: Word, HTML, PowerPoint, and Excel recipes

Hide from Create

The Hide from Create option controls whether a recipe is visible in the Create user site.

Behavior

When enabled, the document does not appear in the user interface. Users can still open it manually by selecting Open in Create from the top-left menu. When disabled, the document appears as usual in the Create interface.

Default and availability

• Default: Disabled
• Available in: Word, HTML, PowerPoint, and Excel recipes

Remove Content Controls

The Remove content controls option determines whether Create bindings remain in the generated document.

Behavior

When enabled (and Enable readback is disabled), all content controls used as bindings in the recipe, are removed from the final document. Other content controls remain unaffected. When disabled, all content controls are preserved.

Default and availability

• Default: Enabled
• Available in: Word recipes

Trim end

The Trim end option removes trailing whitespace at the end of the document.

Behavior

When enabled, extra empty space or blank lines at the end of the document are automatically removed. When disabled, no change is made.

Default and availability

• Default: Disabled
• Available in: Word recipes

Enable readback

The Enable readback option controls whether data paths are stored in the generated document for debugging or inspection.

Behavior

When enabled, Create keeps all content controls in the generated document and adds a JsonPath property to each binding. This property shows the full data path used by that binding. When disabled, bindings are left unchanged and no paths are added.

It is generally recommended to keep this option disabled, unless you are troubleshooting or inspecting data flow.

Default and availability

• Default: Disabled
• Available in: Word recipes

Store Form Data in Document

The Store form data in document option determines whether user and integration data are stored inside the generated file.

Behavior

When enabled, Create encrypts the form data and adds it to the document’s custom XML. This allows other elements, such as text elements or new documents, to access the same data while the document is open in the add-in. The stored data includes both user-provided values and integration data that may not match form fields.

When disabled, no data is stored in the file, ensuring no information is shared unintentionally.

Default and availability

• Default: Disabled
• Available in: Word, PowerPoint, and Excel recipes