Generate Documents from SharePoint List Items

by Brett Lonsdale
Blog
09/08/2021
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Lightning Forms is a powerful, intuitive SharePoint list form designer that enables business users to transition standard SharePoint list forms into modern SharePoint based business forms. Lightning Forms now also helps to you to generate documents from SharePoint List Items so that they can be stored as records within a Document Library, Printed, Shared as a DOCX or PDF with other people as an attachment or within OneDrive and Teams.

Generate Documents from SharePoint List Items
Word Document Generated from a List Item at the click of a button

Custom Word Document Templates can be designed using placeholders for SharePoint column names allowing you to design a great looking, dynamic document that is generated at the click of a command bar action button within a SharePoint list form, or from the SharePoint list view against multiple SharePoint list items.

Generate Documents from SharePoint List Items
Adding Placeholders to a Word document to reference SharePoint list columns

Action Buttons can be created within your SharePoint list forms, or within your SharePoint List Views using either Lightning Forms or Lightning List Actions plus a the premium ‘Generate Document’ Action.

Generate Documents from SharePoint List Items
Building custom actions to generate a Word document from within a SharePoint List Form.

You can see the Document Generator in the video below:

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