Build templates. Send personalized documents. Collect structured data back. Close with a legally binding signature. Every step of the document lifecycle — without leaving Word.
A DataPublisher template is a standard Word document with merge tokens where the data goes. Build it once. Run it against any data source. Get a personalized document for every row.
Replaced with the value from the matching column in your data source. Inherits the paragraph style of the surrounding text — no reformatting required.
Example: <<PropertyAddress>>
Pulls the named image from your uploaded library and places it at exact size. Fallback images handle missing files gracefully — no broken placeholders.
Example: [[property-photo.jpg]]
Apply post-processing functions: format dates, calculate values, apply conditional logic, or transform text before it hits the document.
Example: {{FormatDate:ClosingDate}}
A DataPublisher template is a document running forward — data in, personalized document out.
A DataRequest uses the same template running in reverse — the recipient fills in the data, and it comes back as a structured response tied to the original record.
One template. Two directions. The document you generate and the DataRequest you send are two sides of the same coin.
The same template powers both directions — no duplicate maintenance.
Upload directly or link to a shared drive. Supports files up to 50 MB. Background processing with real-time status — no waiting at the screen.
Connect your Sheet via OAuth. DataPublisher reads live data on each run — no export, no download, no copy-paste.
Pull directly from Excel workbooks stored in OneDrive or SharePoint via Microsoft Graph — stays in your M365 ecosystem.
Connect to MSSQL for enterprise data. Write a query, map the columns, run the merge. Works with any table or view your account can reach.
Directories, catalogs, and reference documents need section headers that appear once per category — not repeated on every record. Classification Grouping detects the category column in your data and inserts the header automatically. "Restaurants" appears once. Not 47 times.
The problem isn't generating documents — it's getting data back from recipients without managing a flood of email replies, phone calls, and manual re-entry. DataRequests close that loop. Each recipient gets a unique, secure link. They fill in a form. The response comes back as structured data, archived to the original record.
Choose any document template from the task pane. DataPublisher generates one personalized DataRequest per recipient row.
Send via Microsoft Graph email or SMS. Each message contains a unique, secure link — no shared links, no login required for recipients.
Recipients open the link on any device. A mobile-optimized form lets them fill in fields, upload files, and submit — all in one step.
Responses arrive as structured data, automatically matched to the original record. Monitor completion status from the task pane dashboard.
Every recipient gets a JWT-secured URL tied to their specific record. Links can't be shared to submit on someone else's behalf. One link, one response, one record.
DataRequest forms work on any device, no app download required. Recipients fill in fields, upload files, and e-sign in a single session from their phone.
Recipients can upload supporting documents — licenses, photos, contracts — directly through the DataRequest form. All files archive to the originating workspace.
See completion status at a glance from the task pane. Pending, submitted, and signed — tracked by record, not by inbox. No more chasing replies.
Generating documents is only half the work. DataPublisher distributes them — one personalized document per recipient, delivered via your existing Microsoft 365 account or zero-cost SMS. No third-party email service. No per-send billing surprises.
Email goes out through your own Microsoft 365 account using the Graph API — so it comes from your domain, hits deliverability standards you already maintain, and stays fully within your M365 security boundary.
DataRequest links can be delivered by SMS through zero-cost carrier gateway delivery — no Twilio account, no per-message fees, no third-party SMS platform to manage. Recipients get a text with their unique link and open it on their phone.
See who opened, when, and from what device. Track opens per record, not just aggregate campaign stats.
Know exactly when a recipient clicked the DataRequest link. Trigger follow-ups based on engagement, not guesswork.