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Picaro

Single Fill Workflow

The single fill workflow lets you generate one document at a time through a form interface.

Steps

Section titled “Steps”

1. Choose a template

Section titled “1. Choose a template”

Open your template library and select the template you want to fill.

2. Fill the form

Section titled “2. Fill the form”

The form displays all configured fields with their labels, help text, and default values. Fill in the values for your document.

3. Preview the result

Section titled “3. Preview the result”

As you type, the live preview updates to show how the final document will look. This helps you catch mistakes before exporting.

4. Export

Section titled “4. Export”

Choose your format:

  • DOCX — Generates an editable Word document
  • PDF — Generates a fixed-layout PDF
  • Both — Generates both formats simultaneously

Click Export to save the file.

5. After export

Section titled “5. After export”

After exporting, you can:

  • Open the output folder to find your file
  • Send the result through email
  • Fill the form again for another document
  • Return to the template library

Tips

Section titled “Tips”
  • Use the live preview to verify placeholder replacement
  • Check that all required fields are filled before exporting
  • Use the output naming pattern to generate consistent file names
  • If you need to generate many documents, consider using Bulk Fill from Excel instead

Next steps

Section titled “Next steps”