Generating Bulk PDFs through Excel

Generating Bulk PDFs through Excel

The system offers a straightforward way for users to generate personalized PDFs by uploading customer data via Sample formats. It streamlines the process, enabling users to generate PDFs at scale, thereby saving both time and effort.

Follow these steps:
1. Navigate to the menu option located on the left side of the home screen.


2. Choose Transactions and select Generate PDF.


3. Please be aware that only templates that have been published are accessible in this section. Choose a template of your preference. You can also utilize the search option located on the right side of the screen to easily find your desired template.



4. Upon selecting the template, a window will appear displaying the details of the selected template and the available variables within the chosen template. 



5. Once you select a template, a window will appear showing the details of the selected template along with the list of available variables within that template. Navigate to the top-right corner of the page and click on Sample Format. 

6. There are three types of Sample Formats available:
  1. Excel
  2. HTML
  3. JSON


Excel Sample Format

7. In the downloaded Sample Format (Excel) sheet, enter the required data for the number of Printable PDFs you want to generate. Populate the rows and columns based on the variables present in the selected template. 



8. After filling in the Excel sheet, return to this page and drag and drop the file into the designated area below.
a) If the number of documents is 10 or fewer, they will be automatically downloaded immediately as a consolidated ZIP file. These files will also be accessible from the Job Monitoring section. 



b) If the number of documents exceeds 10, they will only be available for download from the Job Monitoring section in the Dashboard.




VIDEO DEMO:




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