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Generating Documents ​

Generating fills a template with one row's values and gives you a finished Word document to download. There are two places to do it.

From the Documents Tab ​

Use this when you're working with the template and want to pick which row to fill.

  1. Open the database and switch to the Documents tab.
  2. Find the template and click Generate.
  3. Choose the row to fill from the list.
  4. The filled-in .docx is generated and opens for download.

From a Record ​

Use this when you're already looking at the row you want a document for.

  1. Open the record (row) in the detail view.
  2. Click the ⋯ menu in the top-right.
  3. Choose Generate document.
  4. Pick the template to use.
  5. The document downloads.

Same engine, two entry points

"Generate from the tab" asks which row; "Generate from a record" asks which template. Both produce the identical document.

What You Get ​

  • A Word .docx file with every mapped placeholder replaced by that row's values.
  • Repeating sections (invoice line items, etc.) expanded — one row per subtable entry.
  • No placeholder highlighting — the editing aids are stripped, so the file is client-ready.
  • Original layout, fonts, and formatting preserved from the template.

The generated document is a snapshot: it reflects the row's values at the moment you generated it. Change the row later and re-generate to get an updated copy.

Requirements & Limits ​

RequirementDetail
Word templateOnly .docx templates can generate. PDF templates are ingest-only — the Generate button is disabled for them.
A linked database with rowsYou generate from a row, so the template's database needs at least one.
Mapped placeholdersUnmapped placeholders are left blank. Map them in Configure.
AI credits (sometimes)If a template was never tagged and has no manual mapping, the first generate may use AI to tag it. A template you mapped yourself generates with no credits.

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