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Data Capture Form
Generate Documents using Data Capture Form
Once you have tried and tested your document, you can finally start merging!
There are various options to do a merge. One of them is to fill a form with all the merge fields, similar to the test document phase.
To get ahead with creating documents, follow the steps listed below :
- Select the
Create Documentbutton on the LHS panel to find the Create Document view.
Click on Create button on the LHS
- Select the
Data Capture Formbutton and route to the link mentioned under the headingGenerate document by filling formas indicated in the image below.
Data Capture Form example
- You will be routed to a form, similar to the one you filled out to generate your test document. Once you fill out the form, and click on submit button, your personalized document will be delivered to all your configured deliveries. If no deliveries are configured, the document will be downloaded if merged successfully.
If you want to download the created document along with triggering deliveries you append a download=true parameter in the URL.
Last modified 6mo ago