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Excel template creation

                           EDocGen Excel Automation



Effective Excel automation can significantly streamline your workflow, reduce errors, and improve data management. Whether you need to Excel documents in bulk or in real-time from your templates, EDocGen is a great choice for tha job.

Use cases for Excel automation include

  • Generating invoices, reports, and contracts.
  • Populating forms with customer-specific data.
  • Automating letters, certificates, and other business documents.

Excel Template Creation

EDocGen simplifies the process of creating and using Excel templates for dynamic document generation. By leveraging existing Excel files and adding placeholders for dynamic fields, users can automate data population and generate customized documents efficiently. Below is a guide on how to create and use Excel templates in EDocGen.


1. Adding Dynamic Text Fields

To include dynamic text fields in your Excel template:

  • Use {tagName} as placeholders for text fields.

  • Ensure that the tag names match the column headers in your data source (e.g., Excel, JSON, or XML) for seamless mapping.

  • For example, {Customer_Name} will be replaced with the corresponding value from your data source.

2. Populating Tables

EDocGen supports table population using structured tags:

  • Start the table with {#tableName} and end it with {/tableName} .

  • Place column names within {} to indicate dynamic fields.

  • Example:

{#Employee_Details} {Name}      {Age}   {Department} {/Employee_Details}

 

The system loops through your data source to populate rows dynamically.


3. Including Images

To add images dynamically:

  • Use the tag {%imageTagName} where you want the image to appear.

  • Provide image URLs or IDs from your data source.

  • You can also specify dimensions for images, or let the system auto-size them.

4. Conditional Logic

Incorporate conditional statements to display or hide content based on specific criteria:

  • Use if-else logic to show certain text or data only when conditions are met.

  • For instance, if {Status} equals "Approved," display "Congratulations!" Otherwise, display "Pending Approval."

5. Performing Calculations

EDocGen allows basic arithmetic operations directly within templates:

  • Use expressions like {Price} * {Quantity} to calculate totals dynamically.

  • The system processes these calculations during document generation.

6. Multi-Sheet and Multi-Row Data Handling

For more complex data structures:

  • Populate multiple rows in a single sheet by looping over data arrays.

  • Generate multiple sheets dynamically by using array-based tags like {:sheetArray} , where each entry creates a new sheet.

Automating Document Generation

Once your template is ready:

  1. Upload it to EDocGen.

  2. Map the dynamic fields with your data source (Excel file).

  3. Click "Generate" to create documents in bulk or interactively.