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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.