- Select the New Document button
- Select Choose file by CSV
When creating documents with a csv file, multiple documents pre-filled with data and assigned to multiple users are generated all at once.
The CSV file consist of 3 mandatory headers, followed by optional field names and are all seperated by a semicolon: ;
Each row in the CSV file generates a document.
| FORMULIERNR | DOCUMENTNAAM | GEBRUIKER | tf_Fieldname_1 |
tf_Fieldname_1 |
| 1 | Demo document 1 | user_1@email.com | Field data 1 | Field data 11 |
| 1 | Demo document 2 | user_2@email.com | Field data 2 | Field data 22 |
Example CSV:
FORMULIERNR;DOCUMENTNAAM;GEBRUIKER;tf_Fieldname_1;tf_Fieldname_1
1;Demo document 1;user_1@email.com;Field data 1;Field data 11
1;Demo document 2;user_2@email.com;Field data 1;Field data 22
This example CSV will generate one document for user user_1@email.com and one document for user user_2@email.com.
The first document is named Demo document 1 and contains two fields pre-filled with data "Field data 1" and "Field data 11" .
The second document is named Demo document 2 and contains two fields pre-filled with data "Field data 2" and "Field data 22" .
An administrator is able to generate documents for other users and himself by CSV.
A user can only generate documents for himself by CSV and the column Gebruiker is ignored.