Generate documents in bulk
Upload a CSV file and generate one document, or one workflow run, per row.
Need a certificate for every attendee, a letter for every employee or an invoice for every customer? Put the data in a spreadsheet, export it as a CSV file, and let TemplateDocs generate one document per row.
There are two ways to do it:
- Bulk Quick Document - one document per row, straight from a template, downloaded together as a zip file. Best for a quick batch you'll handle yourself.
- Bulk Start a workflow - one workflow run per row, with everything the workflow does: logic, document generation, email delivery, storage and integrations. Best when each document needs to go somewhere.
Prepare the CSV file
Whichever way you choose, the CSV file looks the same:
- The first row contains the column headers.
- Every following row is one document (or one workflow run).
- Name the columns after your tags or form fields, so they are matched automatically.
Both bulk dialogs offer a ready-made CSV template with one column per field. Download it, fill it in with your spreadsheet application, and export it as CSV.
Bulk Quick Document
- Open the template and switch to the Quick Document tab.
- Click Bulk and upload your CSV file (up to 25 data rows).
- Map the columns to the template's tags. Columns with the same name as a tag are matched automatically.
- Click Generate. One document is generated per row, and all of them are downloaded as a single zip file.
Text tags are filled with the cell value as-is. Condition tags accept
true/false, yes/no or 1/0. Loop tags and media tags (images,
links, QR codes, barcodes) can't be filled from a flat CSV file - use a
workflow for those.
Bulk Start a workflow
- Open the Workflows page and choose Bulk Start from the workflow's context menu. It is also available from the menu of the workflow designer.
- Upload your CSV file (up to 100 data rows).
- Map the columns to the form fields, or to the webhook's data fields if the workflow is triggered by a webhook. A preview shows the first rows exactly as they will be submitted.
- Review and click Start. Each row starts its own workflow run.
A progress screen tracks the batch live. You can close it at any time - the runs continue in the background - and cancel the remaining runs with Cancel batch if needed.
For form-triggered workflows, every row is validated with the same rules as a regular form submission. Invalid rows are listed with their errors and skipped, while valid rows still run.
If the workflow has unpublished changes, Bulk Start runs the current draft. That makes it a handy way to verify a batch end-to-end before publishing.
Credits
Each workflow run in a batch is billed like a regular run, and each Quick Document like a regular document generation. See Credits for the details.
