Bulk Generation

Generate hundreds of documents at once by uploading a simple Excel file.

How it Works

1. Select Template: Choose the template you want to use.
2. Download Sample: Get an Excel file pre-filled with the correct headers for your template.
3. Fill Data: Add one row for each document you want to generate.
4. Upload & Run: Upload the file, and DocGenLab will generate a ZIP file containing all your documents.

Excel File Format

Your Excel file (.xlsx) acts as the data source.

• Row 1 (Header): Must contain the Token Names exactly as they appear in your template (e.g., invoice_number, client_name).
• Rows 2+: Each row represents one document.
• Empty Cells: Will result in empty/blank space in the document.

Example

If your template has: {{ name }}, {{ date }}, {{ amount }}

Your Excel file should look like:

name	date	amount
John Doe	2023-10-01	500.00
Jane Smith	2023-10-02	1200.50

Auto-Correction for Headers

DocGenLab is smart enough to handle spaces in headers.

• Template: {{ Customer_Name }}
• Excel Header: Customer Name (with space)
• Result: Linked Automatically! The system converts Customer Name to Customer_Name for you.

Handling Special Data

Dates

Excel Dates are automatically formatted to DD-MM-YYYY. If you need a different format, use a Text column in Excel.

Images

To insert images via Bulk Generation:

1. Ensure your template has an Image Token (e.g., {{ img_logo }}).
2. In the Excel column img_logo, provide the Public URL of the image.
   • Example: https://example.com/logo.png
3. The system will download and embed the image into the document.

Tables / Lists

Bulk generation currently creates one document per row. If you need to populate a table inside a single document (e.g., an Invoice with 10 line items), you generally need Single Generation with JSON data. Support for JSON-in-Excel cells for lists is experimental.

Output

• Format: ZIP Archive (.zip).
• Contents: A folder containing all generated files (PDF or DOCX).
• Naming: Files are automatically named using the Template Name and timestamp (e.g., Invoice_20231025_001.pdf).