Getting Started Guides
Short videos and walkthroughs to get you up and running in no time.
Create your first document
Learn the basics of TemplateDocs by creating your first document.
Create a template with AI
Turn an existing document into a template, or describe the document you need and let AI draft it.
Edit a template
Customize your template's content, layout and style using Word or our online editor.
Build your first workflow
Collect data with a form, generate a document and deliver it automatically.
Trigger a workflow with a webhook
Send data from another app to generate personalized documents and deliver them automatically.
Generate documents in bulk
Upload a CSV file and generate one document, or one workflow run, per row.
