Google Docs to Google Docs

Purpose of this building block

You can create new Google documents from your templates by merging the data from your variables into the new document. This is great if you want to have the ability to edit the resulting documents.

Possible use cases

  • Create customer invoices based on a general template file
  • Generate custom letters, birthday cards, labels, ... having variables automatically filled with individual information

Configuration

Click on the bold text in the title of the building block to open the configuration dialog.

Edit

Use the edit icon to edit the template in a new browser tab.

Pick

Click on the switch icon to pick another template and replace the currently selected template with the newly picked one.

Reload

Click on the reload icon to scan the template again to track down added or removed variables. If you have renamed your template on Google Drive clicking on this button will also update the document name in Ultradox.

Preview

Click on the preview icon to generate a PDF from your template and open the generated PDF in a new browser tab. Ultradox is now generating a new Google document for the preview as this would generate new files on your Google Drive for each generated preview. The generated PDF document will contain an Ultradox watermark and will not count against your license. The preview is perfectly suited for testing your template without wasting your license during development.

Questions and Feedback

If you have any comments on this guide, feel free to add them right to the Google document that we are using to create this site.

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