Embedded Files
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Easily create personalized documents in Publigo with just a few clicks! Publigo doesn't require any coding skills and all you need are Google Sheets & a template.
Did you know that you can insert personalized images in your documents?Ā Ā
Follow this tutorial for more information
Configure your spreadsheet
Configure your spreadsheet
- Ā 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
2. Add all the relevant information
Info : If you plan to create your template directly in Publigo, please proceed to Section "Generate your documents with Publigo"
Create your document template
Create your document template
3. Create a template in your Drive using Google Sheets, Slides, or Docs)
3. Create a template in your Drive using Google Sheets, Slides, or Docs)
4. IncludeĀ {{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).Ā
4. IncludeĀ {{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).Ā
Hereās 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.Ā
Note: Remember the title of your document (Publigo Certificate of Appreciation) - we will reference this later in the next section.
Generate your documents with Publigo
Generate your documents with Publigo
5. Configure Publigo
5. Configure Publigo
Ā Go back to the Google Sheets you created in Step 1, then open Publigo from the side panel.
6. Select your templateĀ
6. Select your templateĀ
If you want to use an existing template, as in this example, click Open under your document type. A file picker window will open > select your template.
Info: To create a new template, simply click New under the type of document you want to create
7. You are now all set - click the GENERATE FILES button
7. You are now all set - click the GENERATE FILES button
Note: The generated documents will be stored in the same folder as the template
One of the certificates created by Publigo. Note that the First & Last Name are entered correctly.
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