Document Generator · SharePoint & Microsoft 365
Generate Word and PDF documents from SharePoint data.
Extend your forms and actions with automated document creation. Turn list items and related records into consistent, professional documents using reusable Microsoft Word templates.
Create documents without copying data
From SharePoint records to finished documents in one guided action.
Document Generator is a premium action for Lightning Forms and Lightning Tools Actions. It brings controlled document creation into the process people already follow.
Design in Word
Use familiar Word documents to control branding, layout, tables, headings and standard wording.
Populate from SharePoint
Replace placeholders with list fields and repeat table rows using related or sublist data.
Deliver the right format
Create an editable DOCX or finished PDF, then open it, save it to SharePoint, share it or archive it.
How it works
Configure once. Generate whenever the process calls for it.
Prepare a template
Start with the branded Word document your organisation already uses.
Add placeholders
Map text, dates, metadata and repeating rows to SharePoint data.
Add the action
Place Document Generator in a Lightning Form or Lightning Tools Action.
Create and route
Generate Word or PDF output and open, store, email or continue the process.
Template-driven documents
Design in Word. Generate from SharePoint.
Turn existing Microsoft Word files into controlled templates for letters, reports, quotes, purchase orders, certificates and more.
Simple placeholders such as [[FullName]] and [[StartDate]] are replaced with values from the relevant SharePoint item. Loops can populate repeating rows for expenses, order lines or related records.
- Reuse familiar Word layouts and branding
- Populate fields, metadata, images and links
- Repeat rows from related or sublist items
- Manage templates in SharePoint
No-code action configuration
Make document generation part of the workflow.
Configure the template, data source, output format, filename and destination in the same no-code action experience used for other Lightning Tools processes.
- Generate from a form, one item or multiple selected items
- Use records returned by a query
- Create dynamic, meaningful filenames
- Open immediately or save to a SharePoint library
- Combine generation with email and other actions
Single and bulk generation
Give users a simple button for a multi-step process.
Launch Document Generator from a Lightning Form or from SharePoint and Microsoft Lists with Lightning Tools Actions. Users get a consistent command without needing to understand the process behind it.
- Create one document from the current form or list item
- Generate documents for multiple selected records
- Keep users in the Microsoft 365 experience
- Reduce copy-and-paste errors and document admin
One connected product family
Choose the right layer for each part of the process.
Document Generator adds automated output to the forms and actions your teams already use. Forms Studio supports broader app and process experiences when requirements grow.
Capture
Lightning Forms
Design guided SharePoint and Microsoft Lists forms with rules, validation and connected data.
Act
Lightning Tools Actions
Add no-code command-bar buttons for conditional, multi-step processes on one or many items.
Generate
Document Generator
Create Word and PDF documents from the data and process steps handled by Forms or Actions.
Scale
Forms Studio
Build broader business apps and process experiences across SharePoint and Microsoft 365.
Document assembly & PDF conversion
Merge, convert and finalise documents at scale.
Combine multiple Word documents into a single proposal, report pack, contract or supporting record. Convert generated or existing Word files into final PDFs that are easier to distribute, print and retain.
- Merge multiple Word documents into one file
- Dynamically select the files to combine
- Convert generated or existing Word documents to PDF
- Bulk-convert selected library files with Lightning Tools Actions
- Save output to the right SharePoint library
More than document creation
Document Generator can be part of a larger no-code process that includes approvals, email, file management and other action steps.
Tenant-resident processing
Your data and documents stay inside Microsoft 365.
Document Generator runs within your Microsoft 365 tenant. SharePoint data, Word templates and generated Word or PDF files remain in the environment your organisation already governs.
Frequently asked questions
Document Generator FAQs
What is Document Generator?
Document Generator is a premium action for Lightning Forms and Lightning Tools Actions that creates Microsoft Word documents and PDFs from SharePoint and Microsoft Lists data.
Do users need to design templates in a special tool?
No. Templates are standard Microsoft Word documents. Add placeholders for SharePoint fields and loops for repeating data while retaining the layout and branding already used by your organisation.
Can it generate documents for more than one list item?
Yes. You can generate from a single item, multiple selected items or records returned by a query, depending on how the action is configured.
Can it create PDFs as well as Word documents?
Yes. It can produce Word or PDF output, merge Word documents and convert generated or existing Word files to PDF.
Where are templates and finished documents stored?
Templates and generated files can be stored in SharePoint inside your Microsoft 365 tenant. The action can also open the finished document immediately for the user.
Does Document Generator work on its own?
Document Generator is an optional premium action used with Lightning Forms or Lightning Tools Actions. Choose the host product that matches where users should launch the process.
Ready to remove document admin?
Turn SharePoint data into consistent documents—without leaving Microsoft 365.
See how Document Generator can add controlled Word and PDF creation to your Lightning Forms and Lightning Tools Actions processes.
Document Generator is licensed as a premium action for Lightning Forms and Lightning Tools Actions.