Doc Merge

The Doc Merge feature is a very powerful tool that allows you to automate Document generation by using Google Sheet data rows to use as variable values.

Getting Started

Create Google Doc

Setup your Google Doc with standard variables.

Open Doc Merge Popup

Select the Doc Merge option from the Doc Variables menu by choosing Extras → Doc Merge

Select a Source

Select Create or Select to either create a new Google Sheet or Select an existing one.

The Google Sheet should include column names matching the variable names defined in your document.

Example Document Definitions

${Company Name} has a contract date of ${Contract Date}.        
Please email them at ${Contact Email}

Example Data Source

Company Name	Contract Date	Contact Email
Apple	1/1/2018	info@apple.com
Microsoft	9/1/2020	contact@microsoft.com
Google	3/3/2022	sales@google.com

Select an Export Folder

Clicking Select if you would like to change the export to a folder of your choosing.

Verify your Variables and Data match

To process the export, your document and Google Sheet must match at least one variable. To properly leverage your data, all Document variables should match to data columns in your source.

note

Data matching can be retested by selecting the refresh icon in the bottom left of the popup.

Select Output Options

Documents can be exported as Google Docs or PDFs or both.

Begin Export

Select Run Now to begin processing.