In Yoom, you can add or update values in Excel and even publish them as PDFs.

In this article, we'll guide you through configuring the document creation action, explaining each setting in detail.

The document creation action allows you to replace specific placeholders in a pre-prepared Excel template with dynamic values and then generate a PDF.

This is useful for creating invoices, quotes, or any other documents where the Excel template needs to be filled with updated information.

Before you begin, prepare your Excel document template.

In this template, use placeholders wrapped in {}, such as {company_name} or {date}, which will be replaced during document generation.

👉 For more details, refer to How to Set Up "Document Creation"

When you run the document generation operation in Excel, you will see a settings screen where you can configure the following:

Choose the main location where your Excel file is stored. You have two options:

Click the field to see a list of options and select the relevant ID.

☝️ Note:

Since IDs are specific to each account, please choose the appropriate ID from the suggestions.

If you're using SharePoint and cannot find the Site ID in the suggestions, the site may not be set up as a hub site. You can refer to the Microsoft guide to convert your site into a hub site.

After setting up the Drive ID or Site ID, enter the name of the Excel file here.

If you click the Item ID field and see suggestions, you don’t need to enter the file name.

Enter the Item ID of the Excel sheet you want to use. Since this ID can't be obtained directly from Excel, select it from the suggestions.

When generating a document, Yoom will create two files: the Excel file with text replacements and the final PDF. Choose a folder to store them.
If suggestions appear in the Folder ID field, you don’t need to enter the folder name manually.

Select the Folder ID from the suggestions.

Enter a name for the output file.

After configuring the settings, click the "Get Replacement Conditions" button.

This will show the placeholder strings, such as {company_name} or {date}, that you set up earlier.

You can now dynamically replace these placeholders with values from previously retrieved outputs (e.g., the company name or the current date).

Once the replacements are made, the document will be published as a PDF.

👉 For more details, refer to the How to Set Up Document Creation