{"id":4288,"date":"2026-03-19T11:28:04","date_gmt":"2026-03-19T10:28:04","guid":{"rendered":"http:\/\/neu.apps-experts.de\/quick-start-guide\/"},"modified":"2026-04-14T11:02:02","modified_gmt":"2026-04-14T09:02:02","slug":"docs-creator-quick-start-guide","status":"publish","type":"page","link":"https:\/\/apps-experts.de\/en\/docs-creator-quick-start-guide\/","title":{"rendered":"Docs Creator \u2013 Quick Start Guide"},"content":{"rendered":"

Quick Start Guide<\/h1>\n<\/div><\/div>
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\"Google-Docs-Creator-NEU-2022-DEUTSCH\"<\/div><\/div><\/div><\/div><\/div>

Docs Creator<\/strong> \u2013 Quick Start Guide<\/h2>\n

For a quick introduction to the Docs Creator add-on, please follow the steps below to run a mail merge via the add-on:<\/strong><\/p>\n

1. Start The Add-on<\/h3>\n

After installing the add-on from the Google Workspace Marketplace<\/a> just open a Google Sheet and check for the menu item \u201cExtensions \u2192 Docs Creator \u2192 Start and job overview\u201d<\/strong><\/p>\n

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2. Create a Job<\/h3>\n

On the start page \u201cJob Overview\u201d you can see a list of all your created Jobs. Create a new job by clicking on the red button \u201eCreate\u201c<\/strong>.<\/p>\n

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Assign any name to your new job in the \u201eGeneral Job Settings\u201c<\/strong>. Also set a desired start time, standard is \u201eOn Demand\u201c. Optionally you can activate a processing log. Then click on the blue \u201cNext\u201d-button ( \u201e>\u201c-symbol)<\/strong>.<\/p>\n

3. Select Your Data<\/h3>\n

On the next step \u201cData Source Settings\u201d you can configure all settings about the processed data. First of all, select the relevant sheet with the data that should be processed.<\/strong> By default, row number one is pre-selected as the column header row. Row number two is defined as the start row of your data. You can adjust these default values if necessary. All processing results will be written into a column for status messages. By default, a new column \u201cProtocol Docs Creator\u201d<\/strong> will be created by the add-on.<\/p>\n

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4. Define a Filter [Optional]<\/h3>\n

OPTIONAL<\/strong> \u2013 Via the filter settings you can define a condition based rule to filter your data records. Defining a filter is optional. You can skip this step by just moving forward via the \u201cNext, no filter\u201d<\/strong> link.<\/p>\n

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5. Select Your Docs Template<\/h3>\n

Last step to finalize your job is to configure the \u201cAction Settings\u201d<\/strong> dialog. Most important is that you select a Google Docs template<\/strong> first from your Google Drive. In this document template you can use placeholders to refer to the column headers<\/strong> of your selected sheet. To use a column header in your Google Docs template as a placeholder it has to be surrounded by \u201e%\u201c-characters. Examples: %Name%, %Address%, %Email%<\/strong> etc. Please note that a placeholder, apart from the percentage sign at the beginning and at the end, must be identical to the column headers used in the Google Sheet. It is also case-sensitive.<\/p>\n

Furthermore, you can also specify the \u201eMerge method\u201c of document creation<\/strong> by the add-on in the \u201eAction Settings\u201c. Depending on your selection, you determine whether the add-on should create separate mail merge letters<\/strong> (separate documents) or one merge to print document<\/strong> (one collective document) for all processed rows. You can also choose a label merge<\/strong> function which inserts several lines of data into one label template.<\/p>\n

Additionally you can also specify the desired file format (Google Docs or PDF)<\/strong> of your generated mail merge letters.<\/p>\n

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6. Run Your Created Job<\/h3>\n

By clicking on the \u201eSave\u201c-button<\/strong> your settings are saved and the job is finally created. The newly created job is now listed in your start page \u201eJob overview\u201c. You can start the job manually at any time using the \u201cExecute\u201d button (\u23f5- Symbol)<\/strong> and the desired mail merge letter is generated directly and saved on your Google Drive!<\/p>\n

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You can access the complete user manual with all the details about the Docs Creator Add-on via the following link: Docs Creator User Manual<\/a><\/em><\/p>\n<\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/section>

Do you have any questions<\/strong>? Feel free to contact<\/a><\/strong> us!<\/h3>\n<\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/section>\n\n","protected":false},"excerpt":{"rendered":"Quick Start Guide Docs Creator \u2013 Quick Start Guide For a quick introduction to the Docs Creator add-on, please follow the steps below to run a mail merge via the add-on: 1. Start The Add-on After installing the add-on from the Google Workspace Marketplace just open a Google Sheet and check for the menu item...","protected":false},"author":5,"featured_media":4814,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-4288","page","type-page","status-publish","has-post-thumbnail","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/apps-experts.de\/en\/wp-json\/wp\/v2\/pages\/4288","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/apps-experts.de\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/apps-experts.de\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/apps-experts.de\/en\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/apps-experts.de\/en\/wp-json\/wp\/v2\/comments?post=4288"}],"version-history":[{"count":0,"href":"https:\/\/apps-experts.de\/en\/wp-json\/wp\/v2\/pages\/4288\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/apps-experts.de\/en\/wp-json\/wp\/v2\/media\/4814"}],"wp:attachment":[{"href":"https:\/\/apps-experts.de\/en\/wp-json\/wp\/v2\/media?parent=4288"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}