Automatic Document Column

The Automatic Document column allows you to automatically generate pre-filled Excel or Word files with table data. Create a template for an invoice, a quote, or any other administrative document using TimeTonic.

Once set up, the column will display a URL allowing you to download the pre-filled document.

⚙️ Configuring the Automatic Document Column

1️⃣ Creating an Automatic Document Column

➡️ Adding a new column

• Click "Add a column" and select Automatic Document.

 

1️⃣ Selecting the template

• You can import a Word or Excel template as a pre-filled file.
• Alternatively, you can store a template in a File Attachment column for dynamic use.

 

2️⃣ Define a backup column (optional)

• If you want the generated file to be automatically stored in your table, choose a column of type Attachment. 
  👉 To learn more, see the article Understanding the Attachment Field . 

3️⃣ Linking to a specific view

 

• You can associate your document with a specific view in the database.

4️⃣ Customizing the generated file name

• Dynamic Name: Use a column containing an invoice number or concatenated text.
• Fixed Name: All generated files will have the same name.

5️⃣ Exporting as PDF

• Check the "Export as PDF" option to automatically convert the document to PDF.

View table :

 2️⃣ Display Options & Customization

1️⃣ Replacing the URL with a button

• Enable the "Transform into button" option for better display in the record view.

2️⃣ Customizing the button text

• Assign a name to the button (e.g., "Generate PDF").

3️⃣ Choosing a color

• Select a color to distinguish the button in the interface.

✅ Conclusion

With this setup, managing and automating your documents becomes simple, efficient, and flexible. Whether generating invoices, quotes, contracts, or any other administrative document, this feature optimizes your processes!

You can now automatically generate your Excel or Word templates and for that nothing could be easier!