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.
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.
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.
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 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.
