To setup email delivery enter the email, subject and body of email in the corresponding fields. Later on you can add more steps to your Zap to perform further actions with the document. This is the easiest way to confirm that all settings are correct. The Airtable column headers are shown as a dropdown list when the "Enter text or insert data" box is clicked. Note: The Docmosis placeholders are automatically populated once template is selected. To map Airtable Records with Docmosis placeholders, simply select the desired Airtable field from the dropdown list. Step 12:Map the Airtable fields to the Docmosis Placeholders
Note: Output filename must include an extension i.,e ".pdf" or ".docx", this determines the format of the generated document. In the "Action" section, fetch the template by providingĭocmosis Cloud service requires a Output filename and data for Placeholders to generate a document.
Note: The placeholders serve as unique identifiers, helping Docmosis Cloud service in determining the data's placement.įor example, in the above template if you decide to change "DateofAgreement" to "StartDate" it would not effect the functionality of template as long as you replace every instance of " DateofAgreement" with " StartDate".Ĭreate a new top-level folder to help organize your templates. You can see the placeholders in the template, below. The ServiceAgreement.docx template is ready to use, without any further changes. Once you have an account, log in to the Cloud console.ĭocmosis templates are ordinary Microsoft Word documents, with special placeholders that Docmosis Cloud service replaces with data to generate the document.Ĭlick on the image or link below, to download the sample template: ServiceAgreement.docx. If you don't already have a Cloud account, you can sign up for a Docmosis free trial here.
The Cloud service merges the data with a Microsoft Word template to generate a PDF letter, like this one:ĭownload the generated document Setting up Docmosis Step 1: Login to the Cloud console generating a PDF document with the data.sending data stored in Airtable to the Docmosis Cloud service using Zapier.
Docmosis Cloud is a template-based document generation service that can be used via a REST API.