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A digital instruction guide for using Documint

Documint is a web-based software tool that enables users to merge their data with templates to automatically generate PDF documents. This is useful when you need to create multiple documents that are generally the same in style and design but differ in the data they contain.

If you are new to Documint, we recommend you follow the guided walkthrough to learn the end-to-end process of designing a template, mapping variables, and merging a document. This will show you the basics of Documint in a sequential and concise manner.

The diagram below illustrates how Documint works at a basic level:

Data consists of any stored information by the business or individual that is inserted into a document. For example, it could be a business database of customer account data. or a spreadsheet list of items in an inventory.

Templates are blueprints for your documents. You can think of a template as a document but with variables instead of the actual data that the document will contain. When you merge your data with a template you've created a document.

Variables are special placeholders that you add to your templates that instruct Documint where to place your data when creating a document. They are denoted by double brackets in each template.

Merging is the process of creating a document from a template with the data that Documint received from the data source

Documents are the result of merging data with a template. Examples of documents that can be generated with Documint include:

• Invoices

• Contracts

• Proposals

• Forms

• Quotes

• Reports

• Product Specification Sheets

• Bills of Lading, Materials, and much more…

Currently, PDFs are the only file types supported by Documint.