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


document generator


The system is built for business users. Follow these steps to upload your existing template into the system.

  1. Mark the dynamic fields in your PDF or Word templates
  2. Upload that template into the system

 Word and PDF Templates - Add Tags




DIY Template Creation: EDocGen supports the dynamic population of text, tables, images, paragraphs, hyperlinks, and reusable content blocks, etc. Each one has a distinct tag. For more details on tag notations, check the help guide.

  1. For Word template, add dynamic tags directly by opening it in MSWord editor
  2. For fillable PDF, add the dynamic fields in fillable sections, as shown below.

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


The image on left is a sample template, containing dynamic tags for text, images, tables, loops (inside the table), etc.
 
 

 Upload Template


Word and PDF Template Upload: Upload DOCX/PDF templates by clicking the 'Upload a template' button at the right-top on the Template screen. It opens a pop-up to drag-and-drop/select the template from the local machine.

Permissions: You can also select which roles can access this template. Only authorized personnel can create documents from this template.

Folders: While uploading a template, you can choose the folder for that template.


After uploading your template into the EDocGen document generator, now it's time to generate documents from it.

  1. Autofill templates with data files (Excel/XML/JSON) for bulk generation.
  2. Alternatively, you can use system-generated data capture forms (web forms) for document creation.
  3. Distribute generated documents through multiple delivery options including email, e-sign, cloud storage, etc.

 Document Generator-XML/JSON/Excel



For XML/JSON/Excel: Click on the 'Generate' button against the desired template. This opens a pop-up for data population options.


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

For Form Input: The webform option has two steps. In the first step, input the dynamic values in the form. In the second step, enter the file name and click generate. The fillable form is suited for creating a single document. You can share the form URL and "invite" your customers and vendors to fill it.
 
 
 
 

 Document Distribution


Email: If your data file has recipient's email ids, the system sends individual mails with document attachments. You can configure it to use your business email if your email app is SendGrid, Office 365, or GSuite.

E-Sign: The E-Sign framework allows you to send generated documents to the E-Sign provider of choice.

Cloud Storage: Sync generated documents to cloud storage providers such as Google Drive, SharePoint, etc.,



 EDocGen Document Generator


It is the best solution for fast, accurate, and secure document creation. It is hosted on Google Cloud Platform and all documents generated by the software are protected with strong encryption and authentication. All data files get deleted after document generation.

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.