Document Generation Campaign using CSV

Generate campaign using CSV

To improve HR productivity and avoid repetitive tasks, we are adding a new feature that will allow them to create document generation campaigns directly from the Document Manager platform interface, thanks to a dedicated tab.

To generate documents from document templates containing unknown fields you should import a CSV file containing all the fields to be generated.

To create a document generation campaign, HR users must:

  • Choose a document type and a corresponding document template

  • Define the name of the campaign

../../_images/document-campaign-generation-csv-0.png ../../_images/document-campaign-generation-csv-1.png

Then you should upload a CSV file (like the one attached to this article) containing all the informations to be generated.

Note that the “organization_id” and the “employee_number” are mandatory whatever the order of these columns.

../../_images/document-campaign-generation-csv-2.png

Once the CSV is uploaded, HR users can generate a document preview for a specific employee and choose the export format for the campaign (PDF or ZIP).

../../_images/document-campaign-generation-csv-3.png

If you encounter any issue with this tool, please contact our Support team.

You can see attached an example of a CSV template that you can use for Document Generation Campaigns.

example.csv