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Status Open for voting
Categories Document Automation
Created by Andy Emery
Created on Oct 3, 2023

Batch Document Generation

Document Generation needs to have the ability to create documents in a batch job. For example create multiple single documents based on a collection of data and have the ability to split by a unique value.

User case scenario. I have a SharePoint list where I store a list of shifts that have been completed for a care home, each item will have what care home it was for and the details of the shift, I then want to run a batch job each month to invoice each care home for all the shifts they had covered by the agency staff, so care home 1 may have had 3 shifts that needs to go on one invoice then care home 2 had 10 shifts that needs to go on one document, this needs to be able to be done with one doc gen action.

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