Now you can automate and substitute keywords on your word files using our Doc Template feature.
On "Templates"select "Doc template".
Click on "Add Doc Template"
Now upload your word file. This word file must have the keywords in order for our system to identify those keys and push the information from our database. You can check this template to see all the keywords that we can substitute in your documents.
The document will be loading
After that, the document will be ready and you just need to click "Generate Doc".
Select the template and the beneficiary and click "Generate". After that the system will download the document automatically.
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