Use Case Library

Learn how to build and generate documents with Documint through real, practical examples. Each use case walks you through a complete workflow — from connecting a data source to generating the final document — so you can see exactly how the pieces fit together for a specific scenario.

Every use case is available in two formats:

• Video walkthrough — watch the entire process from start to finish.

• Step-by-step guide — follow along with written instructions and screenshots at your own pace.

What each use case covers

To keep things consistent, every use case in this library follows the same core workflow:

1. Connect the blueprint to a data source — link your template to the data that will populate it.

2. Map fields — match your data fields to the fields Documint will use.

3. Add fields to the template — place the mapped fields into your document design.

4. Format fields — control how values display (dates, currency, text styling, and more).

5. Set up logic — add conditionals, loops, or calculations to handle dynamic content.

6. Generate the final document — produce the finished, ready-to-use document.

Browse by document type

Invoices

Generate documents by platform

Already have your data set up in one of Documint's integrations? These videos focus specifically on generating documents from that platform.

• Airtable

• HubSpot

• Make

• Zapier

Don't see your use case?

If you're trying to build something that isn't covered here, reach out to our team — we're always adding new examples.