When you select "Document Generation" from the main menu, you will arrive at the overview of existing configurations.
Here you will also find an icon to work with templates as described in the article above.
Press the "+" icon at the bottom right, or press the shortcut 'C' to create a new document configuration.
Name*: Here you specify a descriptive name for the configuration, for example "Product Sheet".
Media Role*: Here you select the media role that the generated document will have.
Archive media Role: Here you select the media role that previous version of the generated document will have. Important note: if you don't want a version history of the documents, don't add a mediarole here. If you leave it blank, the updated version will replace the old.
Template name*: Here you must select the desired template to be used. This must exist before you can create the configuration.
Changed products only: If this option is selected, a new document will only be generated if changes have been made to the product included in the template.
NOTE! This requires setting up a job in feed® that uses this configuration.
Format for generated file name: feed® automatically names documents generated by DocPro as "<product number>_<configuration name>". If you want another logic for the name you can use this field. If left blank it will use default naming.
Users can choose from product number, configuration name, date, time, media role, and can also add free text.
Note: To add free text, such as a prefix or a space, simply type it directly into the field and press Enter. A new "chip" with the value will then appear.
Additionally, a preview of the format will be displayed below the input box. In the example shown, the format has been set to "<product number> <configuration name> <date>", so the file name in this case will appear as "123456 FDV 13-11-2024.pdf".
Search for products: Here you can enter a search query to define which products a job should generate documents for. If no search query is specified, documents will be generated for all products.
NOTE! This requires setting up a job in feed® that uses this configuration.
Once the configuration is set up, you will enter the section where you need to link data fields in the template to fields on the product card.
Step 1 is to retrieve which fields are available in the template. This is done by clicking on the icon as illustrated in the image below.
You will then see a list of variables for data fields and images. It is important to use clear and descriptive names as variables in the templates so that you understand which template variables should be linked to which data in the feed.
By clicking on the 
icon, you choose which variable to map, and then select the corresponding field or media role in feed® from the available options on the right side. This process is similar to mapping data during the import of Excel files, for example.
You can also add a new key to map in this window, but remember it will have no effect unless corresponding fields are also created in the template. Therefore, we recommend modifying the templates instead and updating the field list by retrieving the updated list from the template as shown in step 1 above.