Create Files Window
This window allows you to configure the main settings for file generation and delivery.
Create Files Window
Document Sheets
If the document contains multiple sheets, this option allows you to specify whether to use all sheets (the total count is indicated in parentheses) or only specific ones. If the final file includes multiple sheets, only a PDF file will be generated, even if the overall settings specify creating JPG files only. This option will not appear in the "Create Files" window if the document contains a single sheet or if generation is being initiated from an individual spreadsheet.
Drive Folder
The destination folder where the files should be created. This can be any folder in your Drive, whether at the root level or nested inside another folder.
Digital Signature
A digital signature to be used for signing the files. Files are sent for signature immediately after creation. You can learn more about the signing process on this page.
Email Template
The email template to be used when sending the file. Email templates can be created or edited on the "Emails" → "Email Templates" page. This and the following options are not displayed in the "Create Files" window if the table does not include a "Email Address" column.
The email text must contain at least one placeholder, for example, for addressing the recipient by their first and middle name. This ensures all emails feel personalized, improving deliverability and reducing the likelihood of being flagged as spam. First and middle names can be generated using the "Wordform" tool by separating them from the full name.
The "Reply-to" address and "From" name can be specified at "Settings" → "Emails". For mass mailings, it's recommended to replace default values like "Organizer" and "no-reply" with custom options. It's also better to connect your own domain.
You can opt to disable email sending by selecting "Disable file delivery" from the dropdown menu. The email addresses from the table will still be saved with the file, but the file will not be sent out automatically.
If the table includes a "Email Template" column with a valid email subject specified, the selected email template in this window will be ignored for that file.
Send Emails
This option determines when the email with the attached file will be sent.
- After creating each file. The email will be sent immediately after the file is created. If multiple files are created for the same email address, they will be sent as separate emails. This option is not recommended as it increases the load on mail systems and raises the likelihood of emails being marked as spam.
- After creating all files. Emails will be sent after all files for the selected rows have been created. If multiple files are linked to the same email address, they will be sent as a single email (up to 10 MB per email), with the email variables based on the first file. This is the recommended option.
- Manually trigger sending. The files will be created and saved along with the email address and chosen subject. After creation, you will need to open "Drive", select the necessary files (or folder), and click "Send via Email." If multiple files are associated with the same email address, they will be sent in a single email (up to 10 MB per email), using email variables from the first file. Already sent files located in the selected folders will not be resent.
This option is handy when multiple files need to be created from different documents and sent as a single email, including files from various sources. Additionally, it allows for a visual review of all files before sending.
Sending files from "Drive" through the folder context menu.
- Send emails after a delay. This option specifies a delay before the emails are sent. Files for a single recipient will be sent in separate emails.
File Generation
After clicking "Create Files," the files for each selected table row will be added to the designated folder, and the file generation process will begin. You can close the generation window as the file generation occurs on the server without requiring your browser.
While files are being generated, you can continue working with the source document or table, making modifications or creating additional files. Changes will not affect the current file generation process.