Quick Answer: What is the Document Generation Node?

[!NOTE] The Document Generation Node (Template Fill) is a high-power automation tool that replaces placeholders in your Word or PDF templates with real data from your workflow. Whether you are generating custom contracts, invoices, or certificates, this node turns raw data into professional, finalized documents at scale.

Core Capabilities

1. Dynamic Table Generation

Use the Word template engine to generate tables of variable length—perfect for invoices where one customer has 2 items and another has 20. The node automatically handles page breaks and layout shifts.

2. High-Precision PDF Forms

Populate existing PDF forms (G-Forms, IRS forms, etc.) with exact field mapping. The node preserves original font sizes, colors, and accessibility tags of the source PDF.

3. Conditional Content

Hide or show entire sections of a document based on your data. For example: "If the customer is from the EU, show the GDPR compliance section; otherwise, hide it."

Configuration Guide

Field	Description	Best Practice
Template Source	The base file containing `{placeholder}` tags.	Use the File Input Node to supply the template.
Mapping Type	Manual or Automatic.	Use "Auto Map" if your spreadsheet headers match your template tags.
Output Name	The final filename pattern.	Use variables like `Invoice_{{sheet.id}}.pdf`.

Best Practices

Tag Syntax: For Word templates, use the standard {{variable_name}} syntax. For images, use {%image_name} prefix.
Preprocessing: Ensure any images being injected are pre-processed by the Image Toolbox to ensure correct sizing and resolution.

[!TIP] Need to add signatures? Chain this node into the Security and OCR Node to apply e-signatures to your generated documents automatically.