📄️ Overview
What the TemplioniX Excel Add-in does and how the workflow is organized.
📄️ Connect API Key
Connect the Excel Add-in to your TemplioniX account.
📄️ Select Template
Choose a TemplioniX template for the selected Excel data.
📄️ Map Fields
Match Excel columns with template fields.
📄️ Repeating Sections
Map repeating sections from the same Excel range or from a separate sheet.
📄️ Output Settings
Configure generated document format and file names.
📄️ Generate Documents
Generate documents from the selected Excel data.
📄️ Generation History
View bulk generation jobs and download generated files.
📄️ Language and Help
Switch interface language and open help links from the add-in.