How to save generated document to a SharePoint document library | SharePoint Document Maker - BoostSolutions App, Saas & Software for Microsoft 365, Microsoft Teams, SharePoint

How to save generated document to a SharePoint document library?

After generating documents using BoostSolutions’ Document Maker, you can save them as the item attachments, download to local computer or save to a specific SharePoint document library.

In this article, we will explain how to save the generated documents to a SharePoint document library.

WHAT YOU'LL GET

The generated document is saved to the specified document library

WHAT YOU'LL NEED

Document Maker

The sample data we use for this case

And this is the absence request template in Word format.

Save the generated document to a SharePoint document library

Firstly, download the trial version of Document Maker and install it to your SharePoint server.
And then install Document Maker add-on in Word application.
Navigate to the Absence Request List appeared above.
Under LIST tab, click Manage Rules in Settings group.

Or, in the List Settings page, click Document Maker Settings under General section.
In the Document Maker Settings page, upload absence request template in the Document Maker settings page as following.
In the Document Maker Settings page and click Rules on the left panel.
And then click Add rule.
In the Add rule page, specify a name this rule, such as rule for absence request.
In Select Template section, select absence request template, which means that the document will be generated using this selected template.
In Naming Rule section, specify the name as following.
In Date Format section, select (Default SharePoint Format). The date format for the generated document will be same as the SharePoint format.
In Output Types section, select PDF. The document will be generated as PDF format, you can also select other output types.
In Distribute Document section, select Save as attachment option and select Absence Requests from the drop-down list as following.
In Merged Document Generation section, unselect Enable option.
Click OK to save the settings for this rule.
And then, you will find that a rule is created in the Document Maker Settings page.
Navigate to Absence Request List, select one item (Cynthia Carey). Under ITEMS tab and click Generate Document in Document Maker group.
When Generate Document dialog appears, in Template section, select absence request template. In File Name section, you will see that the file name is generated based on the rule as following.
Click Generate button. Wait for a few seconds, and then the documents are generated as PDF format as following.
Click Go to Location, you will be redirected to the Absence Requests document library. The generated document is saved to the document library as following.