4 Ways to Create a New Project | MergeOS

4 Ways to Create a New Project

Learn about the 4 different ways to create a new project in MergeOS, and which one is the best way for your specific circumstances.

When you click to create a new project, you have 4 options on how to start. Which one you choose will depend on what you are trying to achieve and what resources you currently have available. For example, if you already have a Word Document to automate, you would choose the Word Document step, if you have a CSV file with the rows you want convert to multiple documents, then you would start by uploading the CSV file. 

This article will explain each of the four ways to create a new project to help you decide which one to choose.

If you're looking for more of a quick-start tutorial, then check out this article instead.

Creating a New Project


Create a project from a Word Document

This is the easiest way to start and get a working project up and running very quickly. This will create the Data Table and upload the file as the Document Template in the project.

Creating a project from a word document with placeholder variables in it will create a fully functional project right away.

First you will need to put placeholder variables in the word document. These tell the system where to place data and will also be used to create the data table (which stores your incoming data). See the Quick Start Guide for a working example on how to do this. 

Create with word


  1. Create or update a word document with placeholder variables
  2. Click on the Create With Word button
  3. Click on Choose File and select the word document
  4. Click on the Create Project button
 


Create a project from a CSV File

Creating a project from a CSV file will automatically build the data table. In a later step you can upload a Document Template you have already built, and it will be used to generate documents.

Create with CSV


  1. Create CSV file with a header row defining the columns you want in your data table
  2. Click on the Create With CSV button
  3. Click on Choose File and select the CSV file
  4. Click on the Create Project button
 

 

Create a project from an Existing Data Table

If you already have an existing data table with rows, you can choose this option. You would also use this option if you want to generate multiple files using the same data. You can have two or more projects using the same data table and each can be configured with a different document template, allowing you to generate multiple files at once.

Create project using existing data table
  1. Click on the Use Existing Data Table option
  2. Select the data table from the drop down box
  3. Click on the Create Project button
 

Create a project with a new, empty Data Table

This option will create an empty data table from scratch. The data table will have no columns within it, and the project will have no template.

Create from scratch
  1. Click on the New Data Table option
  2. Click on the Create Project button
After creating a project this way, you will be taken to the new data table where you can add columns.


 
 
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