WTSolutions

Posted on Dec 22

A Detailed Guide to Sheet-to-Doc Custom Filename Feature

#tutorial #tooling #automation

1. Introduction to Sheet-to-Doc

Sheet-to-Doc is a powerful document generation tool that extracts data from Excel/WPS spreadsheets and generates Word documents based on Word templates. The core feature of this tool is that all operations are completed locally, with no need to upload data to servers, ensuring maximum data security.

Key Features

Extract data directly from Excel/WPS spreadsheets
Batch generate Word documents based on Word templates
Support for two generation modes:
- Generate separate Word documents for each row of data
- Generate all data in a single Word document with repetition
Support for custom filename formats
Local operation, ensuring data security
Support for Chinese and English interface switching

Application Scenarios

Sheet-to-Doc is suitable for various scenarios that require batch document generation, such as:

Enterprise Office: Batch generation of contracts, quotations, employee notifications, etc.
Education Sector: Batch generation of student transcripts, certificates, notices, etc.
Sales Management: Batch generation of customer reports, sales contracts, etc.
Human Resources: Batch generation of employee files, offer letters, etc.
Financial Sector: Batch generation of invoices, receipts, financial statements, etc.

2. Detailed Introduction to Custom Filename Feature

Sheet-to-Doc v1.2.0 has added a custom filename feature, allowing users to generate personalized filenames according to their needs, improving file management convenience.

Why Do We Need Custom Filename Feature?

Before the custom filename feature was introduced, Sheet-to-Doc would use a default filename format, such as Sheet-to-Doc_Row_1_1234567890.docx. While this filename contains row numbers and timestamps, it is not intuitive for users and makes it difficult to quickly identify file content.

The custom filename feature allows users to generate meaningful filenames based on fields in the data, such as using customer names, contract numbers, dates, etc. as part of the filename, which can greatly improve file management efficiency.

How to Use the Custom Filename Feature?

Using the custom filename feature is very simple, just follow these steps:

Step 1: Prepare Data and Template

First, prepare your Excel/WPS spreadsheet data and Word template file. Ensure that the template contains the correct placeholders (format: {variable name}).

Step 2: Paste Data to Sheet-to-Doc

Open the Sheet-to-Doc webpage, paste the data from your Excel/WPS spreadsheet into the designated area. The system will automatically parse the data and display a preview.

Step 3: Upload Word Template

Click the upload area and select the prepared Word template file. After successful upload, the system will display the template filename.

Step 4: Set Filename Generation Method

In the "Filename Generation" option, select "Custom Filename"
Set the filename format:
- Prefix: You can enter fixed prefix text
- Middle (From Data): Select a data field from the dropdown menu, the value of this field will be the middle part of the filename
- Suffix: You can enter fixed suffix text
The system will display a real-time filename preview using the first row of data for demonstration

Step 5: Generate Documents

Click the "Generate Document" button, and the system will generate Word documents according to the set filename format. The generated filenames will include your set prefix, data field values, and suffix.

Custom Filename Format Examples

Suppose you have the following customer data:

Customer Name	Contract Number	Signing Date
John Doe	CT2025001	2025-12-01
Jane Smith	CT2025002	2025-12-05
Bob Johnson	CT2025003	2025-12-10

If you set:

Prefix: Contract_
Middle: Select "Customer Name" field
Suffix: _2025

Then the generated filenames will be:

Contract_John_Doe_2025.docx
Contract_Jane_Smith_2025.docx
Contract_Bob_Johnson_2025.docx