Generating PDFs through Excel Uploads
The system offers a straightforward way for users to generate personalized PDFs by uploading customer data via Excel sheets. This feature is particularly beneficial for small businesses that lack access to third-party API systems. 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. Navigate to the upper right corner of the page, and click on the "Sample Format" option to download the Excel sheet for entering data corresponding to the variables embedded in the template.
5. In the "Sample Format" Excel sheet, fill in the data according to the number of Printable PDFs you wish to create. Input the required information in the rows and columns, corresponding to the number of variables present in your chosen template.
6. Now come back and simply drag and drop the Excel sheet in the below area.
7. The system will automatically generate the PDFs, and the resulting files will be downloaded as a consolidated Zip file.
VIDEO DEMO:
Generating PDFs through Excel Uploads using Dynamic Tables, Images and Repeated Blocks:
When integrating a Dynamic Table
or Repeated block into the design template, an additional column named
"ID" is included in the Excel sheet used for inputting data to
generate PDFs. This column serves to distinguish and separate documents effectively.
For instance, by inputting
"1" into the ID column and proceeding to enter data in the adjacent
columns, the initial document is configured. Subsequently, for the second
document, assigning "2" to the ID column initiates data entry from
the adjacent column. This systematic approach ensures that data entered in
Column 1 is exclusively displayed in the first document, while data inputted in
Column 2 corresponds to the second document.
The Excel sheet incorporates general variables represented as strings, while dynamic elements and repeated blocks are represented as objects within the sheet.
After entering the details, proceed with the standard procedure of dragging and dropping the Excel sheet. The accompanying video provides a demonstration of PDF generation, particularly showcasing the utilization of Dynamic elements and repeated blocks.
Info: Only published templates are visible in the selection area. Therefore, please ensure that your document is published before making a selection.
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