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In this article, you will learn how to generate documents from Google Docs or Google Slides.
ℹ️ Prerequisites:
You need to have an active data source to work on.
You need to know how to build a template.
A. Configure your spreadsheet
1. In Google Sheets, enter all your relevant header-labels.
The first row is set aside for headers (your own and Publigo's reserved keywords like Merge Status and Merge Date). In our example, we will generate documents with First Names and Last Names.
2. Add all the relevant information
B. Create your document template
3. Open an existing template or Create a template in your Drive using Google, Slides, or Docs.
4. Include {{Merge fields}} to personalize your documents.
We added {{First Name}} and {{Last Name}} in our example (see our headers with the same header-labels in Step 2).
Here’s a snapshot of the Google Slides template that we will use. Everything in this document is static or fixed. Only the merge tags for {{First Name}} and {{Last Name}} will be dynamic - these will be replaced with actual data that we entered in Step 2.
Note: Remember the title of your document (Publigo Certificate of Appreciation) - we will reference this later in the next section.
C. Generate your documents with Publigo
5. Open Publigo in your sidebar
6. Select your data source
Info: To create a new spreadsheet, simply click New next to the Open button.
7. Add your settings through the options menu
8. You are now all set, click the GENERATE FILES button.
📌 Note: The generated documents will be stored in the same folder as the template
This is the certificate generated by Publigo. Note that the First Name & Last Name are entered correctly.