DocStitch
Step 01
Import spreadsheet records
Bring CSV or Excel records into a reusable collection. Review the fields that will drive each personalized document.
See a practical guideFrom spreadsheet records to finished PDFs.
Follow the core DocStitch workflow from importing structured data to generating, organizing, and preparing personalized documents for printing.
Five-Step Workflow
Set up the process once. Reuse it whenever the work returns.
Each step uses the same local workspace, so your templates, records, generated files, and Print Masters stay connected.
Step 02
Build and map a reusable template
Start from an existing PDF, position the required fields visually, and connect matching collection fields to template placeholders.
See a practical guide
Step 03
Save the work as a reusable Pipeline
Connect the template, collection, record selection, PDF preparation steps, delivery choices, and result settings in one repeatable run.
See a practical guide
Step 04
Run the Pipeline and generate personalized PDFs
Check representative records, generate individual documents or a bulk set, apply saved PDF steps, and create organized output filenames.
See a practical guide
Step 05
Prepare a Print Master when needed
Arrange labels, cards, badges, tickets, and other cut-and-distribute items onto print-ready sheets with paper, crop-mark, duplex, margin, and offset controls.
See a practical guide
Step 06
Manage outputs and repeat the workflow
Return to templates, collections, Pipeline runs, generated PDFs, bulk jobs, and Print Masters from one workspace when the next document run arrives.
See a practical guideSupporting Capabilities
Useful controls inside the same workflow.
Use these capabilities while building templates, preparing values, generating outputs, or finishing PDF work.
- Dynamic, fixed, manual, and conditional template fields
- Reusable Pipelines for templates, records, PDF steps, delivery, and result review
- Currency, date, ordinal, number-to-words, and text transformations
- QR code, barcode, and DataMatrix generation
- Dynamic filenames using record fields, dates, and IDs
- Merge, split, reorder, compress, convert, watermark, and password-protect PDFs
- Local storage for templates, collections, generated outputs, and jobs
Detailed Scenarios
Need the step-by-step version?
Use the resource guides for specific operational workflows and printing scenarios.
HR Operations
How HR Teams Can Automate Offer Letters
Connect employee records to an approved offer-letter template and generate organized outputs.
Finance OperationsHow Finance Teams Can Automate Statements and Invoices
Turn exported billing records into consistently formatted customer documents.
Print MasterHow to Prepare Duplex Print Files
Plan front-and-back output, alignment offsets, page arrangement, and separate print files.
Codes and LabelsBarcode and QR Code Workflows for Business Documents
Generate QR codes, barcodes, and DataMatrix codes from record data inside reusable documents.
Education OperationsHow Institutes Can Automate Certificates and Student Documents
Generate course certificates, enrollment letters, admit cards, and recurring student documents from institute records.
Training OperationsHow to Batch-Generate Training Completion Certificates
Connect participant records to reusable certificate templates and prepare organized certificate batches.
Assessment DocumentsHow to Generate Student Results, Grades, and Rating Sheets
Turn assessment records into personalized result sheets, scorecards, grade reports, and rating documents.
Event OperationsHow to Generate Event and Participation Certificates
Create participation certificates, speaker acknowledgements, badges, passes, and print-ready event materials.
Replace repetitive PDF work with one repeatable workflow.
Build a reusable template, connect spreadsheet data, and generate or prepare documents for printing from your desktop.