FAQ

Practical answers for spreadsheet-to-document workflows.

The short version: upload an Excel spreadsheet, preview the Word document, generate the batch of .docx files, and save the setup when the workflow comes back.

What file types can I upload?

Excel `.xlsx` and CSV inputs are supported. Template mode also accepts Word `.docx` templates.

Do I need a Word template?

No. Template mode uses your Word template, while Quick mode builds clean Word documents directly from Excel headers and values.

What does a saved config store?

A saved config stores the template blob reference, expected columns, and confirmed mappings so a future Excel file can reuse the setup.

What is header drift detection?

When you reuse a config, doctagd compares the new Excel headers with the expected columns and flags missing mapped columns for review.

Can I preview before generating?

Yes. Both modes support a single-row browser preview so you can check the output before generating the full zip.

Are files public?

No. Uploads use private blob storage. Temporary session blobs are designed around short retention, while templates referenced by saved configs are retained.

Does doctagd generate PDFs?

Not in v1. The output is Word `.docx`, so users can edit or convert in Word if needed.

Does doctagd connect directly to Forms or Google Forms?

Not with a native connector yet, but there is a beta API: you can run a saved config from Zapier, n8n, Make, or your own backend by posting Excel or JSON rows. See the docs page for the endpoints. Direct Forms connectors are still on the roadmap.

Is billing active?

Yes. Plans are live with a free tier (10 documents per month and 2 saved configs). Paid plans unlock higher limits via Stripe Checkout, and you can manage or cancel from the billing portal. Previews and failed generations never count toward your allowance.

Still working through a specific document?

Tell us what the spreadsheet looks like and what the Word file needs to become.

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