Getting Started

You can use Word Documents or PowerPoint ( .docx, .pptx is the supported format ) as your document template, you can build your document in Ms Word, Google Docs or Zoho Writer and then upload it to Docupilot as a .docx or .pptx file. If you are already using a word document for your business, replace the information that will change like client company name, client name to {{client.name}}, {{client.company}}.

Uploading DOCX

Updating DOCX

If you want to make changes to your Word document make changes in MS Word, Google Docs, Zoho Writer etc , and upload it to Docupilot as a .docx file.

Types of Merge Fields

Docupilot supports a variety of merge fields for you to use.

• Tokens (Merge Field)

• Condition (IF / ELSE)

• Loops

• Tables

Tokens (Merge Field)

These are simple fields embraced in {{}}. When you provide your custom data, Docupilot will replace these fields with the data. For example {{email}}, {{clientname}}, {{company_name}}.

If you want to group your fields you can use dot(.) while defining the tokens. For example your client has first name & last name, you can write the tokens as {{client.first_name}}, {{client.last_name}}.

Condition (IF / ELSE)

You can use condition to show or hide contents based on your data. Example If you are creating an invoice you want display PAID if the payment status field is paid, else you want to show UNPAID.

{{#if payment_status "==" "paid"}}
PAID
{{else if payment_status "==" "partial"}}
PARTIAL PAID
{{else}}
UNPAID, Insert Payment Instruction{{/if}}

You can use condition in three ways

• IF Statement.

• IF - Else Statement.

• IF - Else IF - Else Statement

Below are few examples :

Hiding Empty Sections & Lines

You can use IF to hide sections/lines that do not have a value.Hide section example

Name: {{name}}
{{#if address}}Address: {{address}}{{/if}}

In the above example when the Address is empty, the Address section will be removed.Hide empty lines example

{{name}}{{#if address}}
{{address}}{{/if}}
{{city}}{{country}}

In the above example when the Address is empty, the Address empty line will be removed to achieve better document formatting.

Lists (Loops)

Lists are used when you want to print a list of items in your document.

• Simple List

• Advanced List

• Bulleted List

• Numbered List

Simple List

{{#each items}}
{{this}}
{{/each}}

Output
Apple
Orange
Strawberry

Advanced List

You can use an advanced loop if you want to print list of items like line items. Think of this as a subform with multiple rows in your main form.

{{#each line_items}}
{{name}} ${{price}}
{{/each}}

Output
Iphone6 $799
Iphone7 $899
Iphone8 $999

Bulleted List

Numbered List

Tables

Tables are similar to Complex list, but the data will be rendered in a table. Example if you want to generate a invoice, you may want display a table with all the line items.

Hiding Empty Tables

You can use IF condition to hide empty tables, you should wrap the entire table inside a IF condition.

{{#if line_items}}
{{!...INSERT THE ABOVE TABLE IN THIS LINE...}}
{{/if}}

Filtering rows in a Table based on empty column value

Filtering rows in a Table based on a column value

Inserting a dynamic image

This will be helpful if you want to insert dynamic image in the document.

Format - {{insert_image image1 width height}}

Example - {{insert_image image1 300 300}}

If you want to automatically adjust the height to keep proportions, you can use:

Example - {{insert_image image1 300}}

Inserting a dynamic QR Code

This will be helpful if you want to insert dynamic QR code from your data in the document.

Format - {{insert_qr url width margin}}‌

Example - {{insert_qr url 100 1}}

Example - {{insert_qr url 100}}

Inserting Google Maps

This will be helpful if you want to insert Google Maps from your data in the document.‌

Format - {{insert_map Location width height maptype}}‌

The supported map types are as follows. The default map type is roadmap.‌

1. roadmap

2. satellite

3. hybrid

4. terrain

Example - {{insert_map Location 500 500 "roadmap"}}

Comments

You can add comments in the document template to help your future editors. The comments will be removed in the output document.