Reuse Data to Generate Documents

Reuse content stored in SharePoint lists to generate accurate and customized documents such as invoices, contracts, reports, proposals and more. Reuse of data to create documents helps to reduce a user’s workload, ensures document accuracy and decreases human error.

Compose Templates in Word

Easily create intelligent Word templates in Microsoft Word using the Document Maker add-on. Document Maker dynamically pulls live data stored in SharePoint into the template and calculates totals, averages and other calculations (SUM, AVG, Count, Max and Min).

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.

Related Products

Document Viewer

View Microsoft® Office documents, PDFs, images, web pages, etc. directly within SharePoint document library.

Document Toolkit 

Create, convert and share documents in SharePoint, a powerful toolkit to manage a document’s life cycle.

PDF Converter

Convert or combine MS Office files (Word, PowerPoint, Visio, Excel, etc.), images and more to PDF in a SharePoint document library.

Batch Check In

Check in multiple documents or files and change their properties in one go.
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