document generation steps

EDocGen is the fastest and simplest document generator software for generation of PDF and Microsoft Word documents. Generate your documents in three simple steps:

   1) Add tags for dynamic fields in the document

   2) Autofill templates with Excel/XML/JSON data or with webform

   3) Distribute them through multiple delivery options including email, e-sign, cloud storage etc.


Step 1: Add tags for dynamic fields

EDocGen supports the dynamic population of text, tables, images, paragraphs, hyperlinks, and reusable content blocks etc. Each one has a distinct tag. Follow the below tag notation to add tags to your dynamic fields and tables in the document. For more details check help guide.


  1. Text – Populate dynamic text fields in the document template by placing them in {}
  2. Table – Populate multiple tables in the document template by adding rows dynamically

  3. Create Document Template

  4. Image – Populate images into document template at runtime

    {%image id=”imagemarker” width=”454” height=”670”}

  5. Content Block – Reusable content blocks can be inserted into document template at runtime

    {contentblockid type=”paragraph”}

  6. Hyperlinks – Similar to dynamic text but the hyperlinks {~linkid}retain the style in generated documents
  7. Conditional StatementsIF/ELSE for customizing document creation as per business requirements
  8. Calculations – Arithmetic operators +, -, *, / for performing calculations on dynamic data

Alternatively, you can also use editor for adding tags. But this is tedious if you have a large number of dynamic fields. Click on "Edit Document" action button in the app to open editor screen. Add tags using appropriate tag generators from menu i.e. Text Marker/Image Marker/Table Marker. After adding tags, click submit button.


Step 2: Upload Document

Upload Documents by clicking '+' sign at the right-bottom of the "Upload Documents" screen. Click on pop-up screen's selection area to select the document from the local machine. After selection, click the upload button. Upload accepts only DOCX files.

Upload Document

Step 3: Generate Document

Click on create document button on the template to open input capture screen. There are two options to fill document template.


1. data-input form for populating dynamic fields

2. Option to upload Exel/XML/JSON

Based on your option, document generation steps would be displayed. Webform option has two steps. In the first step, input the dynamic values in the form and in the second step enter file name. The fillable form is suited for creating a single document.

The population of Exel/XML/JSON is a three step process. In the first step, upload the file and in second step map the template dynamic fields to data headers. In the third step, enter the file name. You can choose to append file name with one of the dynamic field values for easy identification of file names.


Document Generation

Step 4: Document Delivery

In case you are generating a single file through fillable form, the file would be downloaded in DOCX format. If you are auto filling Excel/XML/JSON data to generate multiple documents then generated documents would be downloaded in zip format.

Download generated documents from "Output folder".Generated documents can be synced to Google Drive, emailed or downloaded.

Autofilled Document

 

EDocGen document generator is the best solution users would ever need for fast, accurate and safe document creation. It is hosted on Google Cloud Platform and all documents generated by the software are protected with strong encryption and authentication.


Excel : Say goodbye to tedious limited functionality mail merge. Merge vertical & horizontal orientation of excel data, many to one mail merge, population of multiple tables, dynamic images, content blocks into document templates

XML : XML is the universal standard for data interchange and often times you find need to merge XML data into Word/PDF document template. EDocGen is the easiest way to merge your XML data into word template for making it readable and for making it brand compliant. For more information on XML to Word population, refer to this blog

JSON : Document databases such as MongoDB use JSON documents for storing records. EDocGen is the perfect solution to auto-fill JSON data into document templates.

Web-Forms : EDocGen auto-generates fillable form from word template for entering dynamic fields’ values. Filling documents through this approach improves productivity by 70-80%. Fill it once, and the system populates all multiple occurrences of any field in the document.

Integrations : Use API EDocGen Zapier integration for connecting to thousands of applications including databases, online forms, Spreadsheet apps etc to automate document generation and delivery.


Say goodbye to typos, misplaced or lost information, and blank fields. EDocGen document generator is built to make sure you produce precise and pristine documents every single time. Register to see document generator in action.