Whether you need thousands of customers to accept updated terms or hundreds of employees to sign off on a new employee handbook, bulk creation provides a easy solution for that.

To better understand how you can bulk create documents from the template, let's go through an example where many employment contract annexes are generated to be sent for signing to prospective employees.

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The process consists of three steps:

‍First, the template document must be prepared in Microsoft Word and the fields that are going to be filled must be marked as dynamic fields using {{curly_brackets}}.

Your can read more on how to prepare templates from here: Creating templates in Agrello

Once you have completed this step you can proceed with next.

Next, we prepare an Excel file with a list of all employees and the data to be included in the document. A separate row must be created for each employee and a column for each dynamic field.

The table must contain the e-mail address of the employee to whom the invitation to sign should be sent.

Please note that the name of your Excel file should not contain any spaces.

To make it simpler for you, once you have uploaded the template you can download pre-made excel template from Agrello. This way you can be sure you haven't missed any fields and data fill be automatically matched once you start document cretion process.

Now you are ready to use bulk create function for creating multiple documents for at once.

In the document template view click on the “Use template” button and choose “Bulk create documents”. Select the final format you need for your country or business needs.

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This will open a bulk creation wizard.

Choose the Excel file with your desired records.

Now you need to define from which Excel column the system will find the signers' email address. If you are using the template, everything should be matched automatically, but you can still change things if you decide to.

Select the correct column or columns and click Continue.

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In this step, you need to map available data fields in the template to the columns in Excel. Again, if you used the pre-created excel template everything should be mapped automatically, but you can change the mapping if you need to.

Here we can see what it looks like when we're done with the process

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Click Continue to proceed.

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In the final step, we define the dynamic name of each document. The dynamic document name is composed of the template name + one of the data columns. For example Employee Code of Conduct - Jarmo Tuisk. You can add a separate document name column to your bulk creation Excel file to determine the document name.

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To add a custom document name field, in your Excel spreadsheet, create a column named something like "document name", as seen in the example below

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Then, when configuring the name of your documents in the bulk create wizard, simply click your document name column like so

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Once that is done, click Create Documents.

Depending on the number of rows in Excel the document creation process can take from a few seconds up to a couple of minutes. So if you do not see the documents immediately, wait a bit and then refresh the folder screen.

All the documents are created in the preparing for signing state, and you can safely review them before sending them off to counter-parties. For that you can use Bulk Send.

Once sent, you can track the process and completion of your documents in your document folder Progress view.