Introduction 👋
Automations allow you to efficiently generate large volumes of documents.
By combining a document template with an Excel file, you can automatically populate dynamic fields as well as party and signatory information.
This feature is especially useful for recurring processes such as:
bulk updates of employee contracts
serial creation and signing of documents
This helps you save time and significantly reduce manual effort.
Where to access automations ⚙️
You can access the automation section by clicking on the [Automations] item in the sidebar. Alternatively you can use this link.
Create automations ✨
To create a new automation, click [Create automation] on the automations page.
This opens a form with required and optional fields:
Automation name
Defines how the automation appears in the list and how created documents are named.
Example: If your automation is called “Employment contract”, generated documents will be named accordingly, extended by document-specific details such as the parties.
Template
Select the template your documents should be based on. All generated documents will inherit:
document content
metadata
dynamic fields
signature settings (type, blocks)
checkpoints
party configuration
Team (optional)
Grant access to specific teams. Members of the selected teams:
can access the documents
receive notifications
If left empty, access is limited to:
the creator
account owners
assigned checkpoint reviewers
Tags (optional)
Use tags to organize and categorize your documents.
Once you complete the form and click [Continue], you’ll be taken to the next step.
Upload data & generate documents 📄
In the next step, you can download an Excel template that includes all required fields, such as:
parties
signatories
dynamic fields
Fill out one row per document you want to create and then:
Save the file
Upload it in the “Upload your data” section
💡General guidelines:
Please keep the following points in mind when working with the template:
use the original template
do not modify rows 2–3
do not move or delete any columns
use the date format YYYY-MM-DD (e.g. 2026-01-01)
avoid leading or trailing spaces
avoid special characters introduced via copy & paste
do not use line breaks or double spaces
do not leave empty rows
completely delete all unused rows below your data (do not just clear them)
do not add extra columns or formatting
keep the template structure exactly as provided
If in doubt, we recommend copying your data into a fresh version of the template.
After a successful upload, click [Start automation] to generate your documents.
Automation Document handling 🚀
After generating documents from an automation, you’ll see an overview displaying all created documents in a list, including details such as:
assigned teams
current stage
responsible users
and more
You can easily move all documents within an automation to the next stage.
For example, you can send all documents to the signing phase with just one click.
Requirements for progressing documents 💡
Documents can only be moved forward if all requirements are met:
no open or rejected checkpoints
all signature blocks are set
all required dynamic fields are filled
a signature type is selected
no document is currently in edit mode
📧 Once all documents are moved to the signing phase, all signatories will automatically receive an email notification to sign the document.
💁♀️ Our expert Support Team is on standby. Engage with us via our chat feature or reach out at [email protected] for any assistance 🚀.