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.

Creating a Data Capture Form

To start creating documents using a form, follow the steps listed below :

• Click on the Create tab to access the Create Document view.

Accessing the Create Document view

• Select the Data Capture Form on the left side (if it's not already selected), then click the + Create Link button.

Creating a Data Capture Form

• Click on the link under the heading "Generate document by filling form" to open a form

Accessing Data Capture Form URL

• Once you complete the form and click the Submit button, the generated document will be delivered to all your configured deliveries. If no deliveries are configured, the document will be downloaded.

If you want to download the generated document along with triggering deliveries you use the Link under "Download Form" section or append a ?download=true parameter in the URL.

Populating Table data using a CSV

If your data capture form includes a table (i.e. if your template contains an array field), you can upload a CSV file to automatically populate the table —saving you from manually entering each record.

For example, if you need to fill a list of employees (role, name and experience), you can prepare a CSV like this:

Then upload the CSV to the corresponding table field in your data capture form.

Note: The CSV column headers must exactly match the template tokens used in the table for the import to work correctly.

Deleting a Data Capture Form

To delete the link that opens Data Capture Form, click the Delete button available on the right side of the Data Capture Form section.

Deleting the Data Capture Form

To create or delete these links, users must have Manage or Write permissions on the templates. Please note that deleting the Data Capture Form link will also remove the link created for API Endpoint.