AutomatedDocs Help Center

Introduction to AutomatedDocs

AutomatedDocs is a powerful online tool designed to streamline the document creation process. It allows you to merge data with predefined templates, automating the generation of PDF or Docx documents. This feature is especially useful for producing multiple documents with a uniform structure but containing unique data elements.

Our step-by-step tutorial it will walk you through creating a template, identifying variables, and assembling your document, ensuring a smooth start with AutomatedDocs.

Understanding the Basics

In this section, we'll cover the foundational components of AutomatedDocs, such as data, templates, variables, and the documents you can create. This will give you a solid understanding of how the tool works.

  • Data: This is the information you wish to include in your documents. It can range from a database of customer details to an Excel spreadsheet tracking inventory.

  • Templates: Think of a template as the skeleton of your document. It contains placeholders (variables) for the actual data. Combining your data with a template results in a fully formed document.

  • Variables: These are placeholders within your templates, marked by ${} symbols. They indicate where AutomatedDocs should insert your data during the document assembly process.

  • Documents: The final output after merging data with a template. AutomatedDocs supports the creation of various document types, including:

    • Invoices
    • Contracts
    • Proposals
    • Forms
    • Quotes
    • Reports
    • Product Specification Sheets
    • Bills of Lading, Materials, and more
  • Deliverables: These refer to the methods through which the generated documents are delivered, such as Google Drive, Dropbox, or email.