Document Generator: TURN SHAREPOINT DATA INTO PROFESSIONAL DOCUMENTS.
Generate consistent Word and PDF documents directly from SharePoint using reusable Microsoft Word templates.

Document Generator is a premium action available with Lightning Forms and Lightning Tools Actions. Generate documents from a form, a single list item, multiple selected items or records returned by a query—then open, store, share or archive the finished output.
CREATE FROM SHAREPOINT DATA
Populate documents using fields, metadata and repeating information already held in SharePoint.
USE REUSABLE WORD TEMPLATES
Turn familiar Microsoft Word documents into controlled templates for letters, reports, orders, contracts and more.
GENERATE WORD OR PDF OUTPUT
Create editable Word documents or ready-to-share PDFs with dynamic filenames and storage locations.
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DOCUMENT GENERATION. INSIDE YOUR TENANT.
WHY ORGANISATIONS TRUST DOCUMENT GENERATOR
Document Generator runs entirely within your Microsoft 365 tenant. SharePoint data, Word templates and generated Word or PDF files remain inside the environment your organisation already governs.

FROM SHAREPOINT DATA TO FINISHED DOCUMENTS

CREATE THE DOCUMENT—NOT THE ADMIN

Document Generator turns the information already held in SharePoint into consistent Word documents and PDFs, ready to review, share, print or retain.

WHAT COULD YOU GENERATE?

PURCHASE ORDERS • QUOTES • EXPENSE REPORTS • AGREEMENTS • CERTIFICATES • PDF RECORDS

TEMPLATE-DRIVEN DOCUMENTS

DESIGN IN WORD. GENERATE FROM SHAREPOINT.

Use familiar Microsoft Word documents as templates for polished business documents. Control the branding, layout, headings, tables and standard wording using the tools your organisation already knows.

Add simple placeholders such as [[FullName]] or [[StartDate]], and Document Generator replaces them with data from the relevant SharePoint item. Loops can also populate repeating table rows from related or sublist items.

  • Use an existing Word document as your template
  • Populate text, dates and other SharePoint fields
  • Repeat rows for expenses, order lines or related records
  • Maintain consistent branding and standard wording
  • Store and manage templates in SharePoint
  • Produce documents without copying information manually

AUTOMATED DOCUMENT CREATION

GENERATE DOCUMENTS FROM THE PROCESSES USERS ALREADY FOLLOW

Add Document Generator to an action button in Lightning Forms or Lightning Tools Actions. Users can create a finished Word document or PDF without manually copying information from SharePoint.

  • Generate from a single item or multiple selected items
  • Choose the appropriate Word template and data source
  • Create meaningful, dynamic filenames
  • Open documents immediately or save them to SharePoint
  • Combine document generation with emails and other actions
  • Make document creation part of a guided business process

DOCUMENT ASSEMBLY AND PDF CONVERSION

MERGE, CONVERT AND FINALISE DOCUMENTS AT SCALE

Document Generator goes beyond creating individual Word files. The Merge Word Documents action can combine multiple documents into one finished file—ideal for assembling proposals, report packs, contracts or supporting documentation.

The Convert to PDF action creates final, shareable copies that are easier to distribute, print and retain. With Lightning Tools Actions, users can select multiple Word documents from a SharePoint library and convert them to PDF directly from the command bar.

  • Merge multiple Word documents into one consolidated file
  • Dynamically select the documents that should be combined
  • Convert generated or existing Word documents to PDF
  • Bulk-convert selected library documents using List Actions
  • Save converted files to the appropriate SharePoint library
  • Combine conversion with approval, email and document-management actions
  • Give users a simple command without exposing the underlying process