Templates Overview
In TemplateDocs, templates are Microsoft Word documents (.docx files) that have been uploaded to the service.
Upload a Template
To get started, let's create our first template - a simple order confirmation document that we
will use to fill in the data. Notice the {{Name}}, {{CompanyName}}, and
{{Items}} placeholders in the template. In TemplateDocs, these are called
Tags.
Hello {{Name}},
Thank you for your order from {{CompanyName}}.
| Item | Price |
|---|---|
| {{ >> Items }} {{Name}} | ${{Price}} {{ << }} |
Total: ${{Total}}
Your order is on its way!
Create a Document
After uploading the template, we can use the service to fill in the template with custom data.
The data can be provided in three ways, depending on your use case:
- Creating a Quick Document through the automatic form (see below).
- Creating a Workflow and using the Tags Mapping dialog.
- Through the API, as a JSON object.
Regardless of the method you choose, the result will be a new document with the data filled in:
Hello John Doe,
Thank you for your order from Acme Inc.
| Item | Price |
|---|---|
| Widget | $10 |
| Gadget | $20 |
Total: $30
Your order is on its way!
Quick Document
The fastest way to try a new template is through the Quick Document tab. Here's how it works:
Next Steps
- Read about our powerful built-in Workflows solution to easily automate your work
- View more example templates
- Learn how to programmatically generate documents using our Generate Document API
- Discover how to add images and links to your templates
