Word and Excel Document Automation for online forms, reports, contracts and more | MergeOS

How to Automate Documents with MergeOS

There are two main components that need to be set up within MergeOS to start automating your documents: a Document Template that tells MergeOS how to format the document and a Data Table to store the incoming data.

Step One

Create a Document Template

A Document Template is a normal Word document (DOCX) within which you add simple, text based placeholders that tell MergeOS where to dynamically place data.

You can add any other Word formatting or content to the document, and it won’t be touched by MergeOS. Only the placeholders are replaced.

Learn more about Document Templates
Placeholders being easily typed into a Document Template

Step Two

Create a Data Table

Data Tables are made up of columns that define & store the data used to generate documents. The column names are what you use as placeholders in the Document Template.

Data Tables are simple to create. We automatically create them if you upload a CSV containing headers or a Document Template with placeholders in it. Or you can create one manually by adding columns through our table editor.

Learn more about Data Tables
Data table editor being used to add columns quickly

Next Steps

Generate documents from web forms

MergeOS will automatically create Web forms based on the columns within a Data Table. You can use these forms to start generating documents immediately, or embed them on your web site for people to fill out and generate documents.

You can change the style, layout & colors of the form and fields. You can also modify the fields to be drop downs, checkboxes, multi-select lists and more.

Learn more about Online Forms
A web form being submitted and generating a PDF file

CSV Upload

Generate Multiple Documents in Bulk

Upload a CSV file with multiple rows of data and MergeOS will begin generating files in bulk, while you do other things.

You can change the style, layout & colors of the form and fields. You can also modify the fields to be drop downs, checkboxes, multi-select lists and more.

A CSV file being uploaded to generate multiple documents in bulk

Get started with MergeOS today

Take control of your documents and make your office more efficient