Using EDocGen, you can use your existing Word, read-only PDF and fillable PDF templates for generating

  1. PDF Documents
  2. Word Documents
  3. HTML Files
  4. JPG Image Files

document generator

The system is built for business users. In three simple steps, they can automate document creation.

  1. Mark the dynamic fields in your PDF or Word templates
  2. Upload that template into the system
  3. Autofill templates with data files (Excel/XML/JSON). Alternatively, use system-generated data capture forms for document creation
  4. 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 a document template at runtime. The image is auto-sized to the set dimensions.

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

    Use the same approach for populating online images, QR codes, bar codes, etc.

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

    {contentblockid type=”paragraph”}

  6. Hyperlinks – Similar to dynamic text but the hyperlinks {~linkid}retain the style in generated documents

  7. Lists and Loops – Following loop creates a list of games

    {#Games} -{Game} {/Games}

  8. Conditional StatementsIF/ELSE for customizing document creation as per business requirements

  9. Calculations – Arithmetic operators +, -, *, / for performing calculations on dynamic data

Below is a sample template with dynamic tags for image, table and list population.

Sample Invoice Template

If you're using Word template, add dynamic tags directly into it. For fillable PDF, add the dynamic fields in fillable sections, as shown below.

fillable PDF Document Generation

For read-only PDF, open it in Adobe editor or your favorite editor and add tags, similar to Word template.

Step 2: Upload Template to EDocGen Document Generator

Upload Documents by clicking '+' sign at the right-bottom of the "Upload Documents" screen. Click on the 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 PDF and Word Documents

Click on the create document button on the template to open the data capture screen. There are two options to fill the 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. The webform option has two steps. In the first step, input the dynamic values in the form and the second step enter the 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 the second step map the template dynamic fields to data headers. In the third step, enter the file name. You can choose to append the file name with one of the dynamic field values for easy identification of file names.

Document Generation

Step 4: Document Delivery

If you are generating through fillable form, you would find a single PDF or Docx file in the output folder for download. The document would also be mailed to registered email. If you are auto-filling Excel/XML/JSON data to generate bulk documents, you would find documents in the generated zip file.

Download generated documents from the "Output folder".Generated documents can be synced to cloud storage and document management systems.

Autofilled Document

EDocGen document generator

It is the best solution 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. Integrate with REST API for automating document generation and distribution.

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

XML: XML is the universal standard for data interchange and often you find need to merge XML data into Word/PDF document template. It is the easiest way to merge your XML data into the document template

JSON: Almost all databases allow you to export database data in JSON format. It is the perfect solution to auto-fill JSON data into document templates.

Web-Forms: EDocGen auto-generates fillable form from PDF and 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. There is also an option to save as a draft.

Integrations: Use API and 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 online document generator is built to make sure you produce precise and pristine documents every single time. Register to see document generator in action.