A DataPublisher template is a standard Word document with merge tokens where the data goes. Every row in your data source becomes a personalized document. The same template can also run in reverse as a DataRequest — collecting data back from recipients.
Three token types handle every document automation scenario — simple enough to learn in minutes, powerful enough for complex multi-section documents.
Replaced with the value from the matching column. Inherits surrounding paragraph style — no reformatting needed after merge.
Pulls the named image from your uploaded library and places it at exact size. Fallback images handle missing files gracefully.
Apply post-processing: format dates, calculate values, apply conditional logic, or transform text before it hits the document.
Run it forward and data flows in — your spreadsheet becomes a personalized document for every row. Run it as a DataRequest and it flows in reverse — recipients fill in the fields, and their responses come back as structured data tied to the original record. One template. Two directions. No duplicate maintenance.
Directories, contact lists, employee rosters, and organizational documents.
8 TemplatesProduct catalogs, inventory lists, parts manuals, and pricing sheets.
12 TemplatesFinancial reports, data summaries, performance metrics, and analytics.
6 TemplatesProperty listings, market reports, client presentations, and brochures.
5 TemplatesStudent rosters, class schedules, grade reports, and academic documents.
4 TemplatesCreate your own templates or request custom template development.
UnlimitedProfessional directory with contact information, descriptions, and categorization.
Comprehensive product listings with images, prices, and detailed specifications.
Professional property listings with photos, details, and agent information.
Professional financial reports with tables, charts, and executive summaries.
Employee directories with photos, contact information, and role descriptions.
Student directories with photos, contact information, and academic details.
Need a custom template? Our design team can create one specifically for your needs.
This isn't a template library you download and manually fill in. It's a template engine — add tokens, connect a data source, and the system generates every document automatically.
Link a template to CSV, Excel 365, Google Sheets, or SQL Server. Every row in your source becomes one generated document — no copy-pasting.
Place [[photo.jpg]] tokens anywhere in the template. At merge time, images are pulled from your library and sized exactly — headshots, logos, property photos, signatures.
Every template can be flipped into a DataRequest with no rework. The same fields that receive data during Generate become the fields recipients fill in during Collect.
Because the template lives in Word, it uses native Word styles, tables, headers, and page layout. No separate design tool, no HTML rendering surprises — what you build is what you get.
Use {{Function:Field}} tokens for conditional text, date formatting, number rounding, and calculated values — without writing a script.