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The Bulk Generation panel lets you generate multiple personalized documents from a single template. Each row in your data file becomes a separate document, with variables filled in automatically.
Bulk Generation sidebar panel
Your document must have at least one variable defined before you can use bulk generation. Variables act as placeholders that get replaced with values from your data file.

Getting started

There are two ways to use bulk generation:
  1. Upload a data file — download one of the pre-filled template files, fill it with your data, and upload it back
  2. Use the API — use the pre-generated curl commands for programmatic integration into your own workflows

Download a template

At the bottom of the panel, you’ll find three downloadable template files. Each template is pre-filled with your document’s variable names as column headers or keys, so you know exactly which fields to fill in.
TemplateFormatBest for
CSV Template.csvSimple text variables, easy to edit in any spreadsheet app
Excel Template.xlsxRicher data with multiple sheets, works in Excel or Google Sheets
JSON Template.jsonComplex variable types (images, lists, tables), ideal for API use
If your document uses image, list, or table variables, use the JSON template — CSV and Excel only support simple text values.

API integration

Click the API Code button to open a modal with ready-to-use curl commands for triggering bulk generation via the Developer API. The commands include your document ID and variable structure, so you can copy-paste them directly into your terminal or integration scripts.

Uploading data

Drag and drop a file onto the upload area, or click to browse. Supported formats are CSV, Excel (.xlsx, .xls), and JSON. After uploading, you’ll see the file name and size displayed in the panel, along with the output format selector and action buttons.
Bulk panel after uploading a CSV file

Output format

Choose the output format for all generated documents:
FormatDescription
PDFPortable Document Format — most common
DOCXMicrosoft Word format
ODTOpen Document Format

Preview (First Row)

Before generating all documents, you can click Preview (First Row) to render a single document using only the first row of your data file. This lets you verify that variables are mapped correctly and the output looks as expected — without consuming resources for the full batch. The preview file is automatically downloaded once rendering is complete.

Generating documents

Click Generate All to start the bulk generation job. The panel shows a progress bar with the number of completed and failed items in real time.
It is recommended to keep this panel open until the job is finished. Closing the panel or navigating away may interrupt the progress display, though the job itself continues on the server.
During processing, each row from your data file is rendered as a separate document. Depending on document size and server load, this can take anywhere from a few seconds to several minutes for large batches.

Downloading results

Once the job is completed, a Download ZIP button appears showing the number of successfully generated files.
Completed bulk generation with download button
The ZIP file contains all generated documents. Files are sequentially numbered and include the document name:
001_My_Document.pdf
002_My_Document.pdf
003_My_Document.pdf
...
The download link is available for 1 hour after the job completes. After that, the ZIP file is automatically cleaned up and you would need to run the job again.

Failed items

If some items fail during generation, the panel shows a Failed Items section that you can expand. Each failed item displays:
  • The item index (row number from your data file)
  • The error message explaining what went wrong
  • A preview of the variables that were used for that item
This helps you identify and fix issues in your data file before re-running the job.