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Add DOCX template to the workflow

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Written by Yuliia Biletska
Updated over 2 months ago

Generate PDF documents that are dynamically pre-filled using DOCX. Add field tags to your DOCX documents and set up workflows using any pre-fill bot. PDF documents will be created using original DOCX formatting and pre-filled with data from the selected source in seconds.


​Begin by uploading your DOCX template to the workflow or creating a DOCX from scratch:

  • Select Upload DOCX from the computer to upload a DOCX document with previously added tags (30 MB max).

  • To create a DOCX document from scratch, select Create DOCX template.

After uploading or creating the DOCX, you'll be taken to the online editor to make the following changes:

  • edit existing tags in an uploaded DOCX document;

  • add new tags;

  • add fields where users can enter data (fillable fields).

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