The Document Generator by Lightning Tools is a premium feature integrated within Lightning Tools Actions and Lightning Forms, designed to significantly streamline document creation and sharing processes directly from SharePoint lists. This solution allows users to effortlessly convert data from a SharePoint list item into a professionally formatted Word or PDF document, simplifying the sharing, printing, and storage of critical information without requiring direct access to the original list. It empowers users to build dynamic Word documents by referencing SharePoint list fields using a simple double square bracket syntax (e.g., [[FieldName]]), ensuring that templates are automatically populated with current data from list items. Templates are easily uploaded to a SharePoint document library and can be associated with a specific list item via an action button within Lightning Forms or Lightning Tools Actions. Once a document is generated, it can be automatically stored in a designated document library with a dynamically generated file name, or immediately opened for review and editing. Furthermore, the Document Generator supports dynamic PDF conversion, allowing DOCX files to be seamlessly transformed into PDF format with a specified file name, offering a versatile and efficient solution for comprehensive document generation and management within SharePoint and Microsoft 365 environments.

Features & Benefits

• Dynamic Field Referencing
  • Enables building Word documents by referencing list fields using double square brackets, allowing for seamless data integration into templates.
• Template Upload and Association
  • Allows users to upload document templates to a SharePoint document library and associate them with list items via action buttons in Lightning Forms or Lightning Tools Actions.
• Flexible Storage Options
  • Provides options to store generated documents in a document library with a dynamically generated file name or open them immediately for quick access.
• Dynamic PDF Conversion
  • Supports converting DOCX files to PDF format dynamically, enabling easy sharing, printing, and storage of documents.
• Seamless Integration with SharePoint
  • Fully integrates with SharePoint and Microsoft 365, making document management straightforward and efficient within existing digital workplaces.