Overview
Data Meets Word: A Love Story
Data lived in a database. Word was gorgeous but terrified of anything complicated. This is what happens when they meet.
Videos
Short, plain-spoken videos on DataPublisher for Word. Start with the first lessons, go deep on a tab, or grab a quick reference.
Meet DataPublisher
A short, lighthearted story about what happens when your data finally meets your documents, and a step-by-step run of the test script that checks our claims.
Overview
Check Our Claims: The DataPublisher Test Script, Step by Step
Eleven steps on a free account that prove the four jobs: Generate, Distribute, Collect and Sign.
A Day in the Life
One workday at a homeschool co-op, a brokerage and a contractor that stopped retyping the same paperwork. Every document comes from one set of tables.
School Co-op
A Tuesday in a Homeschool Co-op
Invoices, rosters, permission slips and safety records.
Real Estate
A Day at a Real Estate Brokerage
Listings, buyers, showings and closings.
Construction
A Monday at a Construction Company
RFIs, submittals, change orders and billing.
Get Started
Short first lessons, in the order most people take them: sign in, run a sample, upload a CSV, generate a document.
Home
The Home Tab: Sign In, Account and Billing
What you see before you sign in, and what the tab turns into after.
Samples
The Samples Tab: Run a Complete Project in One Click
Ready-to-run projects: a CSV, a Word template and a configured action in one click.
Data
Your First Merge in Five Minutes
Upload a CSV, place your placeholders and generate your first document.
Actions
Merge, Email Campaign and Conditionals: Three Quick Tutorials
The three most common things people do in the Actions tab.
Full Guides
The complete walk-through of a tab or a feature, with chapters. Watch one start to finish, or jump to the part you need.
Data
The Data Tab, Start to Finish
Files, Sources, Import, Media, Builder, Data Sets and Domain Apps, all seven sub-tabs.
Actions
The Actions Tab, Start to Finish
Merge, E-Signatures, DataRequest, Email Campaigns, Analytics and Config.
Domain Apps
Domain Apps Explained
What is inside a Domain App, how related tables work, and how reports pull them together.
Visual Guides
The same tabs drawn as diagrams. If you learn better by seeing the shape of a thing, start here.
Data
The Data Tab as Pictures
How your data moves from a CSV, a Google Sheet, Excel or SQL Server into your document.
Actions
The Actions Tab as Pictures
The three data flows, functions, conditionals, loops, e-signature and email, drawn out.
Quick References
Two minutes each. Checklists, syntax and fixes, for when you know the product and need the answer.
Home
Home Tab Quick Reference
Sign in, account, data export and subscription status.
Data
Data Tab Quick Reference
Seven sub-tabs, placeholder syntax and thirty-second tasks.
Actions
Actions Tab Quick Reference
Merge checklist, data flows, functions and quick diagnostics.
Samples
Samples Tab Quick Reference
The five filters and the five-step run.
Ready to try it?
Every video here was made with the product itself. Start a free trial, no credit card needed, and follow along.