Create Files Window
This window contains the main settings for generating and distributing files.
Create Files Window
Document Sheets
If the document contains multiple sheets, this setting determines whether to use all sheets (the total number is shown in parentheses) or only specific ones. If the final file contains multiple sheets, it will be generated exclusively as a PDF file, even if the general settings specify creating only JPG files. This setting is not displayed in the Create Files window if the document has only one sheet or if the creation is based on an individual spreadsheet.
Destination Folder
The target folder where the generated files will be saved. This can be any folder in your Drive, whether at the root level or within another folder.
Electronic Signature
The electronic signature used to sign the files. The files will be sent for signing immediately after creation. Learn more about the signing process on this page.
Email Template
The email template used for sending emails with attached files. Email templates can be created or edited on the «Emails» → «Email Templates» page. This setting and the following ones are not displayed in the Create Files window if the table does not contain an "Email Address" column.
The email content must include at least one variable, such as a personalized greeting with the recipient’s name. This ensures that emails are personalized, which improves email deliverability and reduces the chances of being marked as spam.
The sender name and reply-to address are configured in «Settings» → «Emails». For better deliverability, replace the default "Organizer" and "no-reply" values with custom options and consider connecting a custom domain.
You can prevent email distribution by selecting "Disable File Sending" from the dropdown list. In this case, the email address from the table will be saved along with the file, but the file will not be automatically sent.
If the table contains a "Email Template" column with a valid email subject, the selected email template in this window will be ignored for that file.
Email Distribution
This setting determines when the email with the file will be sent.
- After creating each file. The email will be sent immediately after the file is generated. If multiple files are created for the same email address, each file will be sent in separate emails. This option is not recommended as it increases the load on email servers and raises the risk of emails being marked as spam.
- After all files are created. Emails will be sent only after all selected rows have been processed. If multiple files are generated for the same email address, they will be sent in one email (up to 10 MB per email), with the variables based on the first file. This is the recommended option.
- Send manually. Files will be generated and saved with an associated email address and subject. To send them, go to «Drive», select the required files (or folder(s)), and click "Send via Email". If multiple files belong to the same email address, they will be sent in one email (up to 10 MB), using variables from the first file. Already sent files within the selected folders will not be resent.
This option is useful when generating files from multiple documents and sending them together in one email. It also allows you to review the files before sending them.
Sending files from Drive using the folder's context menu.
- Send emails after a delay. This setting specifies a delay before the emails are sent. Files for the same email address will be sent separately in individual emails.
File Generation
After clicking "Create Files," files for each selected row in the table will be added to the specified folder, and the file generation process will begin. You can close the Create Files window, as the generation process occurs on the server without requiring the browser to remain open.
While the files are being generated, you can continue working with the original document or table, making any changes and creating additional files if needed. This will not affect the ongoing file generation process.