sheet-to-doc

Sheet-to-Doc Getting Started Guide: Automating Your Journey from Excel to Word

In daily office work, we often need to convert Excel data into Word documents, such as generating contracts, reports, invitation letters, etc. Manual copy-pasting is not only time-consuming and labor-intensive but also prone to errors. Today, I will take you on an automated journey from Excel to Word, introducing a powerful tool - Sheet-to-Doc.

What is Sheet-to-Doc?

Sheet-to-Doc is a tool developed by WTSolutions that can automatically batch generate Word documents from Excel data and Word templates. Building upon mail merge, it has developed more practical features to make document generation more efficient and flexible.

Core Advantages

  1. Local Processing: All data processing is completed locally in the browser, ensuring data security and privacy
  2. Multiple Data Source Support: Supports Excel, CSV, JSON, JSONL, and other data formats
  3. Flexible Placeholder System: Uses simple {placeholder} syntax for easy data filling
  4. Batch Generation: Generate hundreds of personalized documents in one operation
  5. Preserve Template Format: Completely preserves the style and format of the Word template
  6. Support for Image Insertion: Can dynamically insert images into generated documents

Why Choose Sheet-to-Doc?

1. Save Time

Compress hours of manual work into minutes, giving you more time to focus on more important tasks.

2. Improve Accuracy

Eliminate errors caused by manual copy-pasting, ensuring 100% accuracy of generated documents.

3. Maintain Consistency

All generated documents use the same template and format, ensuring brand image consistency.

4. Easy to Use

No programming knowledge required, anyone can quickly get started.

Getting Started with Sheet-to-Doc

Step 1: Prepare Data

First, you need to prepare an Excel table containing the data to be converted into documents. The table should have a clear structure:

  • First row as the header row
  • Subsequent rows as data rows

For example, if you want to generate invitation letters, you can prepare an Excel table with the following columns:

  • Name
  • Gender
  • Inviting Organization
  • Event Time
  • Event Location

Step 2: Prepare Word Template

Next, you need to prepare a Word document template for generating the final documents. The template should contain placeholders from the Excel table data.

The placeholder format is very simple, just use {column name}. For example:

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Dear {Name}:

Hello!

We sincerely invite you to participate in the event organized by {Inviting Organization}, with the following details:

Event Time: {Event Time}
Event Location: {Event Location}

We look forward to your attendance!

Sincerely,
Best regards

Step 3: Access Sheet-to-Doc Tool

You can access Sheet-to-Doc in the following ways:

Step 4: Fill in Data

  • Directly copy data from Excel table and paste it into the “Data” field of the application
  • Or upload Excel, CSV, JSON, or JSONL files
  • You can view data preview in the application to ensure data is correct

Step 5: Upload Template

Upload the Word template file you prepared in Step 2.

Step 6: Data Comparison

Click the “Data Comparison” button, the application will automatically compare the Excel data and placeholders in the Word template to check for errors.

Step 7: Generate Documents

Select the generation mode and define the file name, then click the “Generate” button. The tool will fill the template with data and generate professional Word documents.

Introduction to Generation Modes

Sheet-to-Doc provides two generation modes:

Generation Mode 1: Independent Documents

Generate an independent Word document for each row of data, suitable for generating contracts, invitation letters, etc., that need to be sent separately.

Generation Mode 2: Merged Document

Generate all data into one Word document, with one document per page, suitable for generating reports, lists, etc., that need to be viewed collectively.

Real-World Application Cases

Case 1: Batch Generating Invitation Letters

Suppose you need to generate invitation letters for 100 guests, using Sheet-to-Doc only requires:

  1. Prepare an Excel table containing guest information
  2. Create an invitation letter Word template
  3. Upload data and template
  4. Click the generate button

Within minutes, 100 personalized invitation letters will be automatically generated.

Case 2: Generating Product Reports

Sales teams can use Sheet-to-Doc to batch generate product reports:

  1. Maintain product lists, prices, and inventory information in Excel
  2. Create a report template with company LOGO and standardized format
  3. Automatically generate reports containing all product information

Start Your Automation Journey

Now, you have learned the basic concepts and usage methods of Sheet-to-Doc. This powerful tool can help you free yourself from tedious manual work, improve work efficiency, and give you more time to focus on more important tasks.

Whether you are an office worker, sales manager, teacher, or freelancer, Sheet-to-Doc can help you simplify the document creation process and improve work efficiency.

Visit https://s.wtsolutions.cn/sheet-to-doc.html now to start your automation journey!

In the following series of articles, we will delve into various features and techniques of Sheet-to-Doc to help you better utilize this tool. Stay tuned!

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