Document Generation

Document generation is the core feature of Missing Toolkit: Templates. It merges live data from your connected data sources into your Word templates, producing ready-to-use documents.

Generating a document

1. Browse to an entity detail page (e.g., a specific invoice)
2. Click Generate Document
3. Select a template from the dropdown
4. Click Generate

Missing Toolkit: Templates fetches the latest data from your data source, replaces all matching placeholders in your template, and produces a .docx file.

What gets replaced

Every placeholder in your template that matches an available field for the entity type is replaced with the corresponding value. For example, if your template contains ${INVOICE_NUMBER} and you're generating from Invoice #1042, that placeholder becomes "1042" in the output.

Placeholders that don't match any available field are left as-is in the document. This means you can safely include placeholders for future use without breaking current generation.

Line items

The ${LINE_ITEMS} placeholder generates a table with four columns:

If you place ${LINE_ITEMS} inside a formatted table in your Word template, the generated table inherits your table's styling. Otherwise, a clean default style is applied.

Generation history

All generated documents are saved and accessible from the Documents page in the sidebar. For each document, you can:

• View the document details (entity, template used, generation date)
• Download the generated .docx file

Documents are listed with the most recent first.

Re-generating

To re-generate a document with updated data, simply navigate back to the entity detail page and generate again. Each generation creates a new document — previous versions are preserved in your history.