Avvoka users can also mass generate documents from Excel. Users can download questionnaires in the form of Excel spreadsheets and re-upload these spreadsheets once the questions have been answered in the Excel file.
In the “Create” tab of the platform, if you tick select a template, a download button appears beside the search bar clicking which makes a drop-down box appear.
Through the drop-down box, you can specify whether or not to include the questions, any relevant data and you can request the list to be in rows.
Once you select “Download Excel” the system will generate an Excel sheet like this one:
Column A corresponds to the questions in the questionnaire, whilst column B corresponds to the automation in the template which produced that questionnaire. Column C is where users should input their answers to the questions.
Above, you can see how the answers populated in Column C are in relation to Obligor A (which would be an example of one company entering into the relevant documents). This example also demonstrates how you can include answers for numerous companies by simply filling out more columns with the relevant answers. Were this particular spreadsheet to be uploaded, documents for 3 different Obligors would be generated.
Generating documents within your templates:
Once you have a completed the Excel questionnaire, you can create completed documents from it by uploading it in the “Create” tab section. Follow the below steps to generate documents from your templates:
Choose the template you want to generate a document from
Click on the upload symbol (upward arrow) and choose “Generate documents from .xlsx”
Choose the desired .xlsx file
Upload button:
Download button:
Tracking Progress:
You can now track the progress of your documents being mass generated. After uploading the .xlsx file to mass generate documents, a pop window will appear with a link to track progress.
On accessing the link, you will be directed to a page displaying the progress of your document mass-generation.
You can find the tab to track progress in the side bar of “Documents” when there is a mass generation in progress. The tracking progress tab may not be available if the document generation takes only seconds to complete, which can happen depending on the complexity of the automation and the number of documents generated.
Mass Document Generation using exported .xlsx Questionnaires:
You can also use the .xlsx questionnaires exported from documents in mass-generation imports directly from your template by following the below steps:
Fill out a questionnaire of your document in the system and then download the .xlsx file
Go to the “Create” tab, select the desired template you want to mass generate documents for
Upload the questionnaire by clicking the upload button
This can be very useful for those templates that are not published.
Added support for Mass Generation:
Avvoka supports Open Select, Tickbox and Radio Button questions in .xlsx exports for mass-generation so you can choose specified options in the spreadsheets from the template rather than typing out answers, to save you time and efforts.
Datasheet and Dependent List attributes can now automatically select values via the Mass-Generation Excel upload.