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.
Give a name to your template or leave it blank to take the name of the uploaded template file.
Prepare your template with merge tags like [Company Name], [Sub Total], etc.
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.
The merge tags are detected automatically. Click on them to be highlighted in the template.
For example, unclosed tags will appear as invalid. They need to be fixed to have a valid 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.
If the delimiters are incorrect, you can manually change them to match your tag format.
If you need to make changes to the template, you can upload a new file on the blue area.
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.
You can use an Excel file (XLSX or XLS), but also an ODS, a CSV or even a TSV file.
You can continue with all the rows from the file, or select just the ones that you want to use.
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.
The JSON data needs to be a valid array of objects, each object representing a data item.
A document will be generated for each one of the data items specified in the JSON array.
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.
By default, documents are generated in PDF, but you change the export format .
You can choose to add a page break after each document generated from a data item.
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.
Ideally you'll want to give your document a specific name , in relation to the source data set.
The generated documents are stored securely and can be viewed, downloaded or deleted.
