Frequently Asked Questions

Frequently Asked Questions (FAQ) for AutomatedDocs

What is AutomatedDocs?

AutomatedDocs is a document automation platform that allows you to create custom templates and generate documents by automatically filling in dynamic content such as text, numbers, dates, and images based on your specific data inputs.

How do I create a template in AutomatedDocs?

To create a template, you can upload a Word document or PDF with predefined variables (placeholders) where you want dynamic content to be inserted. These variables will be replaced with real data when generating documents.

Can I use AutomatedDocs to generate documents from data in my spreadsheets?

Yes, AutomatedDocs integrates with services like Google Sheets and Airtable. By linking a spreadsheet as a data source, AutomatedDocs can automatically create documents whenever new data is added to your sheets.

Is it possible to conditionally display content in my documents?

Yes, AutomatedDocs provides conditional variables that allow you to show or hide sections of your document based on certain criteria, enabling you to create more dynamic and adaptable documents.

What kinds of fields can I use in my templates?

You can use simple text fields, list fields for bullet points or numbered lists, table fields for creating tables, image fields to include images, and conditional fields to control content visibility.

How do I format a table in my template?

To format a table, define the table fields in your template for each column, like ${TABLE.COL_1}. AutomatedDocs will add a new row to the table for each set of data in the provided array.

Can I specify the size of an image in my document?

Yes, you can specify the dimensions of an image by adding :widthxheight after the image variable name, such as ${IMAGE_LOGO:200x100}.

How do I view and manage my generated documents?

You can view and manage your generated documents from the "Documents" section in AutomatedDocs, where you can download, delete, or review the expiration dates of your documents.

Are there limitations on how many templates I can create?

The number of templates you can create may depend on your subscription plan with AutomatedDocs. Please check the specific details of your plan or contact support for more information.

Is my data secure with AutomatedDocs?

AutomatedDocs prioritizes your privacy and security. The platform uses industry-standard security measures to protect your data and only accesses specific folders you select for document storage.

What should I do if I need help with AutomatedDocs?

For assistance, you can refer to the help resources provided within the platform or contact the support team directly for personalized support and guidance.

Can I automate document delivery to cloud storage services?

Yes, AutomatedDocs allows you to set up automatic document delivery to cloud storage services like Google Drive and Dropbox, where each generated document will be uploaded to a specified folder.

Note: If you have questions that are not covered in this FAQ, please do not hesitate to reach out to our support team for additional information.