Intro
If you need to generate bulk documents quickly, the most practical setup is one Word template connected to Excel data.
Team-ready workflow
- Keep one template per document type.
- Maintain an updated people table in Excel.
- Run small test batches before full production runs.
- Export DOCX for editing and PDF for final delivery.
Common operational issues
- Heavy template causing slow conversion.
- Header mismatches after spreadsheet edits.
- Skipping review before running large batches.
- No ownership process for template and data updates.
Go to workflow
Go to the main workflow: /en#merge-ribbon