Bulk Create Documents
Save time and effort when producing repetitive and recurring documents. With a few clicks you can get Document Maker to bulk create and generate individual documents.
Merge Records into One Document
Quickly and easily pull data from multiple SharePoint items and merge them into one document. This useful function can help you rapidly create invoices, quotes, reports and other document by combining multiple items to create a complex document without copying or pasting.
Auto-Name Documents
Use pre-defined rules to generate unique and standardized names for generated documents according to your company policy. Naming schemes can be defined using metadata in list or customized text to name generated documents, making them easy to find and classify.
Auto-Distribute Documents
Optimize your document processing and organize your content with auto-distribution rules. These rules can be used to define where generated documents are stored. Documents are then automatically saved as attachments to corresponding items, saved to the document library or saved to an auto-created folder.
Multiple Output Formats Supported
Document Maker can automatically generate customized documents into your desired format. Four document formats are available including Docx, Doc, PDF and XPS.
Product Features
- Supports AD Services, NT Directory Services, and Forms Authentication, including SqlMembershipProvider and LdapMembershipProvider
- Insert list columns into the template, including columns in related lists
- Supports calculation in the template
- Supports customized fields in the template: Today, Now and Me.
- Generate individual or a batch of documents from SharePoint list item(s)
- Generate merged documents from multiple list items
- Generate documents from multiple SharePoint lists
- Multiple document templates are supported in one list
- Auto-name generated documents
- Flexible and customizable naming rules for generated documents
- Save generated documents in SharePoint automatically
- Supports multiple document types: DOC, DOCX, PDF, XPS
- Save documents to auto-created folders in document library
