Prepare your Word template

Create or open a .docx file in Microsoft Word (or any editor that saves .docx) and type your placeholders anywhere in the body, headers, or footers using double curly braces, like {{name}}, {{degprog}}, or {{honor}}.

• Placeholder names can only contain letters, numbers, and underscores — no spaces or punctuation inside the braces.
• Placeholders are case-insensitive; {{Name}} and {{name}} are treated the same.
• You can format the placeholder text (bold, color, font, size) exactly as you'd like it to appear in the final document — the formatting is preserved.
• If Word happens to split a placeholder across formatting runs (which can make it unreadable to the generator), this tool will automatically detect and repair it when you upload the file, and will tell you how many tags it fixed.

Upload the template (Step 1 in the sidebar)

Click or drag your .docx file into the "Upload Word Template" box. Once uploaded, the tool scans the document and lists every placeholder it found under "Placeholders found."

• If your template is the CAS Certificate of Completion for Graduates template, check the "CAS Certificate of Completion for Graduates template" box. When enabled, any row that has a value in the honor column will automatically get a comma and space added after the degprog value before merging (e.g. "…Communication Arts" becomes "…Communication Arts, ").
• Click "📌 Pin this template" to save it in your browser for future use, so you don't have to re-upload it every time. Pinned templates appear under "Saved Templates" with their required columns listed, and you can use them or download a matching blank spreadsheet straight from there.

Prepare your Excel (or CSV) database

Create a spreadsheet where the first row contains column headers that match your placeholder names exactly (case doesn't matter). Each row after that represents one document to generate.

• Example: if your template has {{name}}, {{degprog}}, and {{honor}}, your spreadsheet needs columns named name, degprog, and honor.
• Accepted file types are .xlsx, .xls, and .csv.
• If your workbook has multiple sheets, the tool will use a sheet named "main" if one exists; otherwise it uses the first sheet.
• Don't worry if you have extra columns that aren't used as placeholders — they're simply ignored unless you choose to use them for file naming or folder grouping in the next step.

Upload your data (Step 2 in the sidebar)

Click or drag your spreadsheet into the "Upload Excel Database" box. The tool reads every row and shows a preview on the right, along with the row and column counts.

• Back in the "Placeholders found" list from Step 1, any placeholder that doesn't have a matching column in your spreadsheet will be highlighted as unmatched — double check your column headers if you see this.

Choose file naming & folder options (Step 3 in the sidebar)

• File name column — pick the spreadsheet column whose value should become each generated file's name (commonly the recipient's name). This is required before you can generate anything. If a row has no value in this column, that row is skipped.
• Group output into subfolders by (optional) — pick a column to automatically sort generated files into subfolders based on its value (e.g. group by "term" or "degree program").
• Second-level subfolder (optional) — pick a second column to create a nested subfolder inside the first one (e.g. term → degree program).
• As you choose these options, the "Output structure" note above the preview table updates live to show you exactly what the resulting file paths will look like.

Generate & download

Once a template and spreadsheet are uploaded and a file name column is selected, the "⬇ Generate & Download ZIP" button becomes active. Click it to merge every row into its own copy of the template.

• A progress bar shows how many documents have been generated, followed by ZIP packaging progress.
• When finished, your browser downloads a file named Generated_Documents.zip containing one .docx per row (organized into any subfolders you chose), inside an "Output" folder.
• A summary at the bottom tells you how many documents were generated successfully and how many rows were skipped (for example, due to a missing file name value).
• If something goes wrong with a row — like a misspelled placeholder — the tool reports the first error it ran into so you can fix your template or data and try again.