Introduction
SmartAutomation in MassDraft helps enable users to automate document templates quickly and efficiently. By leveraging this functionality, users can streamline the process of generating and managing large volumes of documents with minimal manual intervention.
Step 1: Upload Your Template
To apply SmartAutomation to your template, choose below option: "Click here or drag and drop docx, avvoka files here to upload", and you’ll be prompted to use the SmartAutomation function.
Upload a .docx file.
Choose to detect automation like placeholders or/and conditions
SmartAutomation can automatically apply automation to your .docx files. This relies on users marking up their templates in a specific way before uploading. For mark-up instructions, please refer to this online article here.
Click Import to process the template.
Step 2: Automating Your Template
After uploading your file, you can apply automation using SmartAutomation. This process involves identifying placeholders and conditions in your template and mapping them to data points.
To manually edit the automation:
Click on the Edit button (pencil icon) beside your template on the left hand side on your page.
Select the Automation tab.
Insert placeholders for dynamic fields.
Save your changes.
Step 3: Assign Data to Your Template
Once your template is automated, you need to link it with data sources. MassDraft provides various ways to input and manage data:
Import Data from Previous Deals: Reuse data from existing MassDraft deals.
Upload a Spreadsheet: Drag and drop an .xlsx file to populate document fields.
Use MassDraft’s Data Form: Manually enter or edit data within the platform.
Assign Attributes: Map uploaded data columns to the placeholders in your template.
To map attributes:
Click on “Assign Attributes” in the Data tab.
Select the correct column for each attribute.
Click Save to finalise the data mapping.
Step 4: Generate & Review Documents
After automating your template and assigning data, MassDraft generates documents automatically.
Navigate to the Documents tab.
Review the generated documents grouped by your preferred attribute.
Click on a document to preview it and make necessary edits in the template editor. Individual documents cannot be edited—only the template can be modified.
Download individual documents or export all as a batch.
Conclusion
SmartAutomation in MassDraft simplifies the process of generating and managing document templates by automating repetitive tasks. By following these steps, you can improve efficiency, reduce errors, and streamline your workflow for bulk document creation.