JSON to doc fill

Convert JSON to PDF and Word documents

Scenario

JSON to PDF Generation Scenario

In the example below, we generate invoices to send to customers. The invoice details are in a JSON file. We populate them into an invoice template to create several invoices in PDF format. Some of the invoices require a summation of invoice amounts. We then auto-send those invoices to customers through email. Finally, we sync the generated invoices to cloud storage for archival.

EDocGen is one of the fastest systems that generate thousands of complex PDF documents in a few seconds. It is a business-user-friendly DIY system for generating PDF documents from JSON data. They can use existing PDF or Word templates for documents generation.


Start JSON to PDF Population





Sample JSON and template


Below are the sample invoice template and the JSON array that we are going to populate.


JSON to PDF Document Generation

Dynamic Tags - Add to Template


The template has dynamic text, table, and image fields, apart from calculations and conditional statements.

Text: {Invoice_Number} and {Invoice_Date} are dynamic text fields. EDocGen treats text placed in {} as dynamic text field.

Table: The invoice table(IT) has item description and Amount columns. Table starts with {#tablename} and ends with {/tablename}. So you notice {#IT} in the first column and {/IT} in the last column. Column values are similar to text fields. Hence you find {Item_description} and {Amount} in table columns. The system loops over the JSON array to populate rows into the Job table.

Image: The image tag {%logo} populates the logo from the image URLs or files uploaded into the system. {%ImageField} is the tag for populating images. You can also set the dimensions of the image. The image dimensions are optional and they automatically resize the image to the desired dimensions.

Show text based on Conditions (If-Else): If the language is English, {#Lang == "English"} displays English content-blocks/paragraphs. This way, you can create multi-lingual documents from a single master template.

In the invoice table, {IT | summation:'Amount' | format_number: ",”} calculates the sum of the Amounts and formats it.


EDocGen tags

While adding tags to the template,

  1. Make sure you close the tags properly and don't leave any space between dynamic field names and tags.
  2. Avoid special characters and spaces in field naming
.

Add dynamic tags to your existing template as detailed in the above sections. The next step is to populate it with JSON data.


Step1: Upload Template

After adding tags to your template, upload it to the system.



Step2: JSON to PDF Generation

Click on the "Generate" button against the uploaded template. This opens the document generation options pop-up. Select the “Upload data" option. You can populate JSON data as-is without any costly data transformations.


JSON format template

Upload JSON and map JSON keys to the template's dynamic fields. If you have a large number of dynamic fields, mapping them for every population is time-consuming. If JSON key names match with the template's dynamic fields, EDocGen automatically maps them. This allows you to skip the mapping screen during documents creation.


In the JSON file, notice keys matching with the template's dynamic filed names. For example, "Enter_Name" is present in both JSON and template. Though you can upload any valid JSON format, having matching keys allows you to skip the mapping screen (2nd step of the population). Thus this saves time if you're planning to populate the same JSON file format again and again into your template.

For "linkname" dynamic field, there is no corresponding data in JSON. In such cases, the generated documents display just blank in the place of the dynamic field.

In the third step, click the generate button to create JSON to PDF documents. If you're generating multiple documents from your JSON (bulk documents), you find generated PDF documents in zip format in the output folder. Otherwise, the system creates a single PDF file.


Step3: PDF Distribution


As the next step, we send these generated invoices to customers as attachments, with a custom email subject and body. The system supports sending of PDFs from Office 365, GSuite, SendGrid, and SES.

  1. Select the JSON email field from the drop-down.
  2. Fill in the email subject and body. You can include HTML as well in the email body.
  3. Hit the "Finish" button.

The system then generates and sends the relevant invoices to each customer.


PDF invoices Email distribution

Apart from Email, the system offers various distribution channels including E-Sign, Print, Cloud storage, etc. In the final step, we sync the generated invoices to OneDrive for archival.


PDF invoices OneDrive distribution


Why EDocGen


Existing PDF and Word templates

You can use both PDF and Word templates with EDocGen. Edit them in your favorite editors to add tags and upload them into EDocGen. While you can modify your templates inside the App as well, it is suited more for minor changes.

XML to Word

With EDocGen, you can populate JSON into

  1. Word templates to create Word documents
  2. Word templates to create PDF documents
  3. PDF templates to create Word documents
  4. PDF templates to create PDF documents






For fillable PDF, add the dynamic fields in fillable sections.

fillable PDF Document Generation

For read-only PDF, open it in Adobe acrobat editor or your favorite PDF editor. Then add tags, similar to the Word document template above.

It is an API-first product and offers REST API for on-demand (real-time) and bulk generation of PDF documents from JSON data. (


Advanced Features

Nested Tables:

the system supports 8-Level JSON data. Thus, you can create table inside a table and nested loops.

{#Section}         
    {#item}                          
        {#sectionID} 
            {name}
        {/ sectionID } 
    {/item}
{/Section}

Password Protection:

At the time of generation, you can set the password for the generated pdf. The password can be mailed to the user along with the pdf attachment.

Base64 Images:

This help article details the Base64 image population.

Paragraphs:

Content blocks help guide details paragraph population.

Hyperlinks:

The system treats text placed in "{~}" as a hyperlink. The field {~Enter_Email} in the template creates a dynamic hyperlink


Apart from this, you can use the system to generate

  1. Graphs and Charts from JSON data.
  2. Populate HTML from JSON. Thus you can create HTML styles, colored text, and tables dynamically.
  3. Embed Images, PDF, and Word documents in the generated files.

As you see EDocGen is the most versatile solution for JSON to PDF files creation.

Additional Examples


Below is an additional example for a 2-level JSON population. The sample template has loops inside a loop to create a single page for each JSON record. Moreover, it creates lists with bullets.

Below are the template and JSON array.



The system loops over all the nouns in the JSON to populate associated records for each noun in the template. In the template notice the loop {#Nouns}{/Nouns}

      1. This document displays dynamic bullets for "Examples", "Synonyms" and "Antonyms". So each of them is a loop with a bullet inside the loop. This is a case of a loop inside a loop.

    {#ExampleSentences} {.}{/ExampleSentences}

    {#Antonyms} {.}{/Antonyms}

    {#Synonyms} {.}{/Synonyms}

      2. "{.}" would display each element of the array as a bullet point

Use this example as a reference for list creation and as a multi-level JSON population. If you have any queries on JSON file to PDF generation, mail us support(@)edocgen.com. We would be happy to answer.


Trouble Shooting

  • Unable to upload template

    It may be due to the wrong dynamic tags. Just make sure you're closing every tag properly and only uses the tags that are supported by EDocGen

  • After JSON upload, the mapper screen doesn't show JSON keys in dropdowns

    Please validate your JSON file. This happens if your JSON file is not valid.

  • After JSON upload, the next button doesn't do any action

    Please validate your JSON file. This happens if your JSON file is not valid.

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