Generation Link

The generation link integration available to every user type.

Generation Link

The Generation Link integration uses a special URL to generate your document. This URL is created dynamically by a formula in either a Formula field or a Button field. When the link or button is clicked, Documint creates a document using the template ID and record ID provided in the URL.

Connecting your Documint account with Airtable

Create the formula for your Generation Link

With the Airtable Connection successfully established, you can now choose the specific base and table that you wish to work with. Once you've done that, just click on Add formula in the Airtable connection under Sources.

Go for the Generation Link option.

Then select the attachment field that will store the generated document.

This is the field in Airtable where the auto-generated document will be located.

If you don’t already have a field for this, create it in Airtable by adding a new field with the field type ‘attachments.’

And then, click on Generate link.

Then the link will be ready for you to copy. Now, follow the steps to add the Button field on your Airtable base.

Additional Options

Overwrite Attachments

When set, this will overwrite all existing attachments in the specified attachment field with the latest document.

Expand Linked Records

Linked Record fields in Airtable are sent from Airtable as record ids instead of the actual data of the linked records. If you want to use the data from linked records then you'll need to tell Documint to expand those records. By default, Documint will only expand linked records (with Table_Id fields) on the record that the document is generated from. If you want to expand linked records of linked records (and so on) then you'll have to set this value to the number of relationships that you want to expand.

Documint will only expand records of Linked Record fields that have an associated Table_Id field. Learn more.

Mode

Mode allows you to control how documents are created.

There are 3 options:

1. Default (Recommended) - uses the Active status of the template

2. Preview - renders documents as inactive (meaning they won't count towards your quota) and they won't be saved back to Airtable. This is great when testing documents and acts as an alternative to using the Previewer in the Template Designer. Learn more.

3. Active - renders documents as Active (meaning they will count towards your quota) whether your template status is Active or Inactive.

Watch / ignore data changes

Set which fields to either watch for changes or ignore changes to when preventing duplicate document creation

Create Button Field

Then, in Airtable, create another button field with an ‘Open URL’ action to open this formula. Paste the formula copied in the previous step into the URL formula field and click "Create field".

That’s it! Now, whenever a user clicks the button, a document will be generated for that record. If a document already exists with the data from that record and the template has not been changed, then the existing document will be displayed. This prevents generating the same document multiple times.