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Document Generation

EDocGen_Sample.docx

Sample-JSON.json

Sample.xml

Sample_Excel.xlsx


You can use webforms (fillable form), Excel, JSON, XML to populate your document template for generating single or multiple documents.


Let's take an example template. The below template has 3 dynamic text fields ( they are surrounded by {}) and a dynamic table (notice {#Job})



Excel

   

EDocGen supports both vertically and horizontally aligned data. In case of horizontally aligned excel, you need to place column headers names matching with that of the template's dynamic fields. 

  Enter_Name
  Enter_SSN
 Enter_Telephone
                  Job
David
Number1
9086543215
  Role:Engineer,Company:Cisco,Address:SanJose;
Anne
Number2
6785435635
  Role:VP Sales ,Company:Redstar,Address:London

  

Notice "Enter_Name" header in Excel matching with that of document template's dynamic field for Name. Similarly, for vertically aligned excel data, you need to place row headers names matching with that of the template's dynamic fields. 

By default, EDocGen creates one document for each row/column. EDocGen also supports many-one-one mail merge (one document for multiple excel rows ) with a small adjustment. 


Many-to-one mail merge:

 For the following Excel, EDocGen would have created 2 documents for Customer 1 & 3 documents for Customer 3.

        


Just by converting the format as shown below, EDocGen creates 3 documents - one for each customer.



If you have trouble converting, just reach us and we will send you the  Excel tips for conversion.


XML

EDocGen supports population of any XML file. Just map the elements in mapper screen. If XML elements matches with dynamic field tags, fields get auto-populated without manual mapping. For the above template, XML would look like this.


<?xml version="1.0" encoding="UTF-8"?>

<marker>

<values>

      <Enter_Name>David</Enter_Name>

      <Enter_SSN>Number1</Enter_SSN>

      <Enter_Telephone>9086543215</Enter_Telephone>

      <Job>

            <Role>Engineer</Role>

           <Company>Cisco</Company>

           <Address>SanJose</Address>

       </Job>

       <Job>

             <Role>Engineer</Role>

            <Company>Microsoft</Company>

             <Address>Seattle</Address>

      </Job>

</values>

</marker>


Again, notice XML tags match with that of document template's dynamic field tags.


JSON

EDocGen supports population of any JSON file. Just map the elements in mapper screen. If JSON ids matches with dynamic field tags, fields get auto-populated without manual mapping.


Web-forms

EDocGen auto creates fillable form for your template. Fill-up details in the screen to create the document. One notable feature is, you fill once and all multiple occurrences of that field in the document get populated.





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