With ActiveMerge Workflows you can generate even multiple types of documents with a single data source.
You can generate at the same time:
- contracts
- letters
- invitations
- invoices
- certificates
- reports and more.
To generate multiple types of documents you must create and upload your Templates first.
Once the templates are saved in the ActiveMerge platform you can create a workflow with the set of templates you want to use to generate the documents.
Click Add New and select your templates and click save – The workflow now can generate documents using our integrations. The data source sent to the workflow must contain all the {placeholders} that are needed for each template.
Optionally, you can click the Upload data option, and here you can add your data source file in Excel or CSV format.
The data file must contain all the {placeholders} that are needed for each template.