sheet-to-doc

Sheet-to-Doc Offline Usage Guide: Work Efficiently Without Network Connection

In modern office environments, network connections are not always reliable. Sometimes we need to complete document automation generation work without a network, and that’s when Sheet-to-Doc’s offline version comes in handy. Today, I will detailedly introduce Sheet-to-Doc’s offline usage guide to help you efficiently use Sheet-to-Doc even without a network connection.

Why Do You Need the Offline Version?

1. Unstable or No Network

In some environments, network connections may be unstable or completely unavailable, such as:

  • When traveling with poor network signals
  • On airplanes, trains and other transportation
  • Company internal network restrictions
  • Network failures

2. High Data Security Requirements

For scenarios dealing with sensitive data, such as contracts, financial reports, etc., the offline version can ensure that data is completely processed locally without going through any servers, improving data security.

3. Improve Generation Speed

The offline version runs directly locally, no network transmission required, and generation speed is faster, especially for large data volume scenarios.

4. Avoid Browser Limitations

The online version needs to run in a browser and may be limited by browser memory, plugins, etc. The offline version runs as an independent application, not limited by browsers, more stable and reliable.

Advantages of the Offline Version

1. Completely Offline Operation

The offline version does not require any network connection and can run normally in a completely offline environment.

2. Local Data Processing

All data is processed on the local computer, not uploaded to any servers, ensuring data privacy and security.

3. Support Large Data Volumes

The offline version can handle larger data volumes, not limited by browser memory.

4. Stable and Reliable

Running as an independent application, not affected by browser plugins, extensions, etc., running more stable and reliable.

5. Support Batch Generation

The offline version supports batch generation, with basically the same functionality as the online version.

How to Download and Install the Offline Version

1. Download the Offline Version

You can download the offline version from the Sheet-to-Doc official website:

2. Installation Steps

Windows System

  1. Download the Windows version installation package (.exe file)
  2. Double-click the installation package to start installation
  3. Follow the prompts in the installation wizard to complete the installation
  4. After installation is complete, find the Sheet-to-Doc icon on the desktop or in the Start menu, double-click to launch

Mac System

  1. Download the Mac version installation package (.dmg file)
  2. Double-click the .dmg file to open the installation window
  3. Drag the Sheet-to-Doc icon to the Applications folder
  4. After installation is complete, find Sheet-to-Doc in Launchpad or Applications folder, double-click to launch

Usage Steps of the Offline Version

Step 1: Launch Sheet-to-Doc Offline Version

Double-click the Sheet-to-Doc icon on the desktop to launch the application.

Step 2: Import Data

You can import data in the following ways:

  1. Copy and paste data: Copy data from Excel, CSV and other files, paste into the data area of the application
  2. Upload files: Click the “Upload Data File” button, select Excel, CSV, JSON or JSONL files

Step 3: Upload Word Template

Click the “Upload Template File” button, select the prepared Word template file.

Step 4: Data Comparison

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

Step 5: Select Generation Mode

Select generation mode according to needs:

  • Generation Mode 1: Independent Documents
  • Generation Mode 2: Merged Document

Step 6: Customize File Name (Optional)

If you select Generation Mode 1, you can customize the generated file name, for example:

1
{Name}-{Department}-Contract.docx

Step 7: Generate Documents

Click the “Generate” button to start generating documents. After generation is complete, the application will prompt you to select a save location to save the generated documents.

Function Comparison Between Offline Version and Online Version

Function Offline Version Online Version
Data Format Support Excel, CSV, JSON, JSONL Excel, CSV, JSON, JSONL
Image Support ✅ Support dynamic image insertion ✅ Support dynamic image insertion
Loop Placeholders ✅ Support complex loop structures ✅ Support complex loop structures
Expression Calculation ❌ Not supported ❌ Not supported
Conditional Placeholders ✅ Support conditional display of content ✅ Support conditional display of content
Data Comparison ✅ Automatically compare data and templates ✅ Automatically compare data and templates
Batch Generation Modes ✅ Independent documents and merged documents ✅ Independent documents and merged documents
Custom File Names ✅ Support flexible file name customization ✅ Support flexible file name customization
Offline Use ✅ Completely offline operation ❌ Requires network connection
Cross-Platform Support ✅ Support Windows and Mac ✅ Support Web browser
Large Data Volume Support ✅ Support larger data volumes ❌ Limited by browser memory
Stability ✅ More stable and reliable ❌ Affected by browser

Best Practices for the Offline Version

1. Regularly Update the Offline Version

The Sheet-to-Doc team will regularly update the offline version, fix bugs and add new features. It is recommended to download the latest version from the official website regularly.

2. Backup Data and Templates

Before generating documents, it is recommended to backup original Excel data and Word templates to avoid problems with generated documents due to data or template loss.

3. Test Templates and Data

Before generating a large number of documents, test templates and data with a small amount of data to ensure that generated documents meet expected effects.

4. Optimize Image Sizes

For documents containing images, it is recommended to optimize image sizes, avoid using oversized image files, affecting generation speed and document size.

5. Reasonably Organize Folders

Create reasonably named folders for generated documents, convenient for management and search. For example:

1
2
3
Contracts-2026-01
Invitations-Product Launch
Reports-Quarterly Summary

6. Close Unnecessary Applications

When generating a large number of documents, close unnecessary applications to free up memory, improve generation speed and stability.

Common Problems and Solutions for the Offline Version

Problem 1: Offline Version Cannot Be Launched

Reasons:

  • Incompatible system version
  • Missing necessary runtime libraries
  • Corrupted application files

Solutions:

  • Check whether the system version meets requirements (Windows 10+, macOS 10.15+)
  • Install necessary runtime libraries (such as .NET Framework, Visual C++ Redistributable, etc.)
  • Re-download the installation package and reinstall

Problem 2: Cannot Import Data Files

Reasons:

  • Unsupported file format
  • File size exceeds limit
  • Corrupted files

Solutions:

  • Ensure using supported file formats (Excel, CSV, JSON, JSONL)
  • For large files, try importing in batches
  • Check if files are corrupted, try resaving files

Problem 3: Cannot Upload Word Templates

Reasons:

  • Unsupported template file format (only supports .docx format)
  • Template file too large
  • Corrupted template files

Solutions:

  • Ensure template files are in .docx format
  • Optimize template file size, delete unnecessary content and formats
  • Check if template files are corrupted, try resaving

Problem 4: Slow Generation Speed

Reasons:

  • Too large data volume
  • Template too complex
  • Oversized image files
  • Insufficient system resources

Solutions:

  • Generate documents in batches
  • Simplify template design, reduce complex formats and layouts
  • Optimize image sizes
  • Close unnecessary applications, free up memory

Problem 5: Generated Documents Missing Data or Format Errors

Reasons:

  • Column names in Excel data do not match placeholders in Word templates
  • Incorrect data structure
  • Syntax errors in placeholders in templates

Solutions:

  • Check whether column names in Excel data are completely consistent with placeholders in Word templates
  • Ensure Excel data structure is correct, with column names in the first row and data rows in subsequent rows
  • Check whether placeholder syntax in templates is correct
  • Use data comparison function to check placeholders

Problem 6: Generated Documents Cannot Be Opened

Reasons:

  • Generated documents are corrupted
  • Incompatible Word versions
  • Missing necessary fonts or styles

Solutions:

  • Regenerate documents
  • Ensure using compatible Word versions to open
  • Install necessary fonts and styles

Offline Version Updates and Maintenance

1. Check for Updates

The Sheet-to-Doc offline version will be updated regularly, you can check for updates in the following ways:

  • Click the “Check for Updates” button in the application
  • Visit the official website to check the latest version

2. Uninstall Old Versions

Before installing the new version, it is recommended to uninstall the old version to avoid version conflicts.

Windows System

  1. Open “Control Panel” → “Programs” → “Uninstall Programs”
  2. Find “Sheet-to-Doc”, click “Uninstall”
  3. Follow the prompts in the uninstallation wizard to complete the uninstallation

Mac System

  1. Open “Finder” → “Applications”
  2. Drag “Sheet-to-Doc” to the “Trash”
  3. Empty the “Trash”

3. Install New Versions

Follow the installation steps introduced earlier to install the latest version of the offline version.

Summary

Sheet-to-Doc’s offline version provides users with the option to use document automation generation functionality without a network connection. The offline version has the advantages of local data processing, support for large data volumes, stable and reliable, suitable for scenarios with unstable networks, high data security requirements, and large data volume processing.

Through this guide, you have learned about the advantages, download and installation methods, usage steps, function comparisons, best practices, and common problem solutions of Sheet-to-Doc’s offline version. Whether you are in the office, on a business trip, or in other environments without a network, Sheet-to-Doc’s offline version can help you efficiently complete document automation generation work.

Now, you can download Sheet-to-Doc’s offline version and start experiencing the convenience of working efficiently without a network connection!

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