The Bulk Document Generator allows you to create multiple documents at once using an Excel file containing the required information. This is useful when you need to generate the same type of document for several people or records.
Steps
- Log in to the system.
- From the Modules menu, click Agreements.
- The Agreements page will display a list of documents that have already been generated or uploaded to the system.
- To create documents in bulk, click New Agreement.
- From the drop-down menu, select Bulk Document Generator.
- A form will open. Upload the completed Excel file containing the information to be used in generating the documents.
- From the Template drop-down list, select the template you want to use. Supported file formats: .xls and .xlsx
- Click Generate Documents to proceed.
- The system will use the information in the Excel file to automatically populate the corresponding placeholders/parameters in the selected template and generate the documents.
Where to Get the Bulk Processing Excel File
The Excel file can also be downloaded directly from the Template Library.
- Go to Modules → Template Library.
- Locate the template with an Active status.
- From the Action drop-down menu, select Download Bulk Processing in Excel.
- Fill in the required information in the Excel file and save it. You can then upload the completed file through the Bulk Document Generator.
Important: Do not change the placeholder names or the structure of the downloaded Excel file, as the system uses these fields to match the information with the correct placeholders in the template.