Bulk Create

Generating document from data present as a bulk.

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.

In test mode, documents will be generated only from the first 10 records.