In this blog post I want to show you how to easily generate documents like certificates, invoices, and letters in bulk using using ActiveMerge. By the end of this tutorial, you’ll be able to create personalized documents with just a few clicks, saving you tons of time and effort.
Step 1: Prepare Your Template
First things first, get your template ready. In my case, I have a PowerPoint template for a course certificate that includes placeholders for the name, course, date, location, graduation date, certificate ID, and a signature. Feel free to use any template you have, whether it’s a Word document, PowerPoint, or even a PDF file.
Step 2: Gather Your Data
Next, you’ll need to have your data organized in a spreadsheet or CSV file. In my example, I have an Excel file with headers that match the placeholders in my template, like “name,” “course,” “date,” and so on. Make sure your headers are consistent with the placeholders in your template.
Step 3: Upload Your Files to ActiveMerge
Now, it’s time to fire up ActiveMerge. Head over to the website and follow these steps:
- Click “Add Data” and upload your spreadsheet or CSV file.
- Click “Add Template” and upload your template file (PowerPoint, Word, or PDF).
- Choose your desired output format (PowerPoint or PDF).
- Enter your email address to receive the generated documents.
- Preview the first document to ensure everything looks correct.
Step 4: Generate and Download Your Documents
If the preview looks good, click “Generate Documents.” ActiveMerge will merge your data with the template and generate personalized documents for each row in your data file. Depending on the number of documents, this process may take a few minutes.
Once complete, you can download from the thank you page and you’ll receive an email with a download link for your freshly-generated documents. Here is a complete video of the process.
Result
Conclusion
There you have it, ActiveMerge is a game-changer when it comes to generating personalized documents in bulk.
With its user-friendly interface and powerful merging capabilities, you can save countless hours of manual work. So, why not give it a try and see how much time and effort you can save?
FAQ
Here are some frequently asked questions about ActiveMerge:
Q: How many documents can I generate for free?
A: You can generate up to 50 documents for free with ActiveMerge. If you need to generate more, it’s $0.05 per document.
Q: Can I use my own signature in the documents?
A: Absolutely! ActiveMerge has a built-in signature creator that allows you to draw your own signature or use an existing one. You can even customize the color and size of the font.
Q: What file formats are supported?
A: ActiveMerge supports PowerPoint, Word, and PDF templates. You can generate your documents in Word, PowerPoint or PDF format.
Q: Can I schedule document generation for a later time?
A: Not at the moment, but it’s a feature we’re working on. Stay tuned!
