Set up Document Generation DOCX

Easily create PDF documents that are dynamically pre-filled using DOCX documents. Add field tags to your DOCX documents and set up workflows using any pre-fill bot. PDF documents will be generated using original DOCX formatting, and will be pre-filled with data from the selected datasource in seconds.

​Refer to the short step-by-step instructions below to get started:

​1. Open the application and select Start. Then, select Design workflow.

This will allow you to to create repeatable business processes that include documents, complex routing, and automation (such as pre-filling, exporting etc.)

2. The modal window for adding documents will open. Select Add documents to add your first document.

In the Add documents modal window, select Document generation to create a new document from scratch.

To upload a DOCX document with previously added tags (30 MB max), select Computer in the Upload from section.

To select documents from the library, select Library in the Upload from section.

When in the library, switch to the Documents and contracts tab. Then, select the document you need by clicking Use form.

You can filter the documents and contracts by US state.

Once the document has been added, you’ll be redirected to the online editor to:

You can also:

To do so, in the Documents tab, click the three dots next to your DOCX document. Then, select the option you need.

To add another document, select Add document in the Document and forms tab.

Once finished editing, select Save.