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.
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.
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.
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.
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.