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With EDocGen, you can generate Word and PDF documents from existing templates.

Existing Word and PDF templates

Let's say you are generating invoices from your invoice template.


Step1: Add tags for dynamic fields

First step is to add dynamic fields (Ex: Customer Name) in your invoice template.

You can open your template in Microsoft Word / PDF editor and make changes.  If you are familiar with mail merge, you know how to go about adding tags for dynamic fields. If not, I'm going to show with few examples in the following section.

EDocGen supports the dynamic population of text, tables, and images. Once you place relevant tags around them, the system understands that those are dynamic fields for filling. By placing the tags, you are converting your existing template into  EDocGen ready template. Yes, it is that simple.

Let's look at how to create merge tags for each of these.


Text Merge:

Surround your dynamic text field with { } (single flower brackets). Please ensure that the tag field is a single word without spaces.

single word without spaces

However, it can contain a hyphen (-) or underscore  (_).

e.g.   {name}

         {Phone-Number}

         {Email_ID}

Table Merge:

     Column 1      Column 2       Column 3

{#tableid tag}

{Column1 tag}

{Column2 tag}

{Column3 tag}

{/tableid tag}

e.g.

Name

Age

Address

{#details} {name}

{age}

{address} {/details}


Notice starting of table with {#details} and ending with {/details}. The system would loop over the data to populate multiple rows in this table.

Step 2: Document Upload

Upload your document by clicking '+" sign at right bottom.  Currently, the system accepts only 'DOCX" and PDF templates.



Step 3: Document Generation

Hover your mouse over document template and click on"Create document" menu action button.

Select the relevant option for populating the template.  Selecting  "Generate Document using form inputs" option creates a fillable form for entering dynamic data into the template.



EDocGen supports filling of Excel, XML and JSON data into the document template for generating bulk documents. For this, select the second option "Generate bulk documents using JSON/XML/Excel as input". You would be asked to upload your data file.  After data file upload, map your dynamic field names with data file headers.



Step 4: Document Output

By default, all generated documents are placed in the Output folder. You will find your file there. Hover over the document and you will see options to download, mail, or sync it to Google drive.


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