This option is useful when you need to generate the same document for multiple records. Instead of entering the information one at a time, you can prepare the details in an Excel file and upload it to the system. The system will use the information in the Excel file to automatically populate the placeholders in the approved template.
Steps
- Log in to the system.
- From the Modules menu, click Template Library.
- Locate the approved template that you want to use for bulk processing.
- From the Action drop-down menu, select Download Bulk Processing in Excel
- The system will download an Excel file containing the placeholders/parameters required by the template.
- Open the Excel file and enter the relevant details for each person. For example, if you are generating contracts for several employees, enter each employee's details against the appropriate placeholders.
- Save the completed Excel file and upload it back into the system for bulk processing.
- The system will use the information provided in the Excel file to automatically populate the corresponding placeholders in the template and generate the documents in bulk.