Automated Document Generation

Generate PDF documents from reusable templates

Get Started

Create a new template

Templates serves as the foundation for the document generation process. You can create a template by uploading a Microsoft Word (DOCX or DOC), OpenDocument (ODT) or Plain Text (TXT) file.

Name The Template

Give a name to your template or leave it blank to take the name of the uploaded template file.

Add Merge Tags

Prepare your template with merge tags like [Company Name], [Sub Total], etc.

Create a new template by uploading a DOCX,DOC, ODT, TXT SQL file
Quick Overview

Verify The Tags

Not sure if your template is ready for generating documents? You can preview the template and make sure the merge tags are correctly set up. Spot any potential errors before generating the final documents.

Autodetect The Tags

The merge tags are detected automatically. Click on them to be highlighted in the template.

Fix Invalid Tags

For example, unclosed tags will appear as invalid. They need to be fixed to have a valid template.

Preview the template and make sure the merge tags detected automatically are set up correctly.

Update The Template

You can update the template settings, like its name or tag delimiters. If you make changes to your template content, you can easily re-upload the updated file to use the latest version when generating documents.

Change The Delimiters

If the delimiters are incorrect, you can manually change them to match your tag format.

Upload a New File

If you need to make changes to the template, you can upload a new file on the blue area.

Manually update the tag delimiters and change the template name
Excel Data

Generate documents

The first step is to provide the data that will be used for the mail merge. For each data item, a PDF document will be generated from the template by replacing the merge tags with the actual data.

Multiple File Formats

You can use an Excel file (XLSX or XLS), but also an ODS, a CSV or even a TSV file.

Select The Data Items

You can continue with all the rows from the file, or select just the ones that you want to use.

Generate a new document from a Word template and Excel data

Generate documents

If you are more tech-savvy, it is also possible to provide the data in JSON, which stands for JavaScript Object Notation and is a lightweight format for storing and transporting data across the web.

Syntax Validation

The JSON data needs to be a valid array of objects, each object representing a data item.

All The Data Items

A document will be generated for each one of the data items specified in the JSON array.

Generate a new document from a Word template and JSON data
Multiple Choices

Set The Merge Options

The advanced merge options allow you to generate PDF documents for any business use case. If speed is an important factor, it is preferable to use the Microsoft Word (DOCX) export format because it's faster.

Export Format

By default, documents are generated in PDF, but you change the export format .

Page Breaks

You can choose to add a page break after each document generated from a data item.

Select the export format when generating a document from a template
Final Step

Confirm and generate

Before generating the document, you can double-check if the export format and the number of data items are correct. You can also name your document to distinguish it from the other documents produced.

Name The Document

Ideally you'll want to give your document a specific name , in relation to the source data set.

Documents History

The generated documents are stored securely and can be viewed, downloaded or deleted.

Give a name to the document generated by merging the template with the actual data