Generate Documents from SharePoint List Items

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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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Microsoft retired InfoPath Forms Services in SharePoint Online on 14 July 2026—yet a month later, some forms are still working. We examine the uncertainty, explain why continued availability should not be mistaken for an extension, and show how organisations can discover, assess and migrate their InfoPath forms and XML data before the service finally disappears.

Discover how Lightning Forms, Document Generator and Lightning Tools Actions work together to transform simple SharePoint forms into complete business solutions with approvals, notifications, document generation and no-code automation. Watch the webinar to see it all in action.

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