How to Create Templates for Docuflow

November 25, 2025

Creating a template for Docuflow is easy, but getting it right ensures your generated documents look professional and polished. Here is a guide to creating the perfect .docx template.

Step 1: Design Your Document

Start by writing your document in Microsoft Word as you normally would. Format the text, add your logo, set the margins, and choose your fonts. This will be the static part of your document that remains the same for everyone.

Step 2: Identify Dynamic Content

Read through your document and identify the parts that need to change for each recipient. Common examples include:

Names
Dates
Addresses
Amounts
Account Numbers

Step 3: Insert Placeholders

Replace the dynamic content with placeholders. In Docuflow, placeholders are surrounded by double curly braces.

Example:

Dear John Doe,

Becomes:

Dear {{Name}},

Make sure the text inside the braces matches the column header in your Excel file exactly (case-sensitive).

Step 4: Prepare Your Data

Open Excel and create columns that match your placeholders. | Name | Date | Amount | | :--- | :--- | :--- | | John Doe | 2025-11-25 | $500 | | Jane Smith | 2025-11-26 | $750 |

Step 5: Upload and Generate

Go to Docuflow, upload your .docx template and your .xlsx data file. Click generate, and watch as your documents are created instantly!