Bulk Create

Data present inside a .csv file can be used to create documents.

Here is how it can be done:

• Select Create under TEMPLATE DETAILS.

• Click on Bulk Merge tab and an option to upload a .csv file will be displayed.

• Before uploading,

  • Make sure that the .csv file contains column headers.

  • At least one delivery should be configured for the template.

• Once the file has been uploaded, tokens present in the template should be mapped to corresponding columns.

• The total number of documents that will be generated can be viewed on the Generate Documents button.

• Documents that are generated will be delivered to all the configured deliveries.