documentação

Getting Started

Doc.ai complete documentation

Doc.ai is a complete document automation platform that lets you create templates, auto-fill with data, generate PDFs and send for digital signature — all in a few clicks.

1

Create your account

Access the platform and sign up. You can already use the free plan.

2

Set up your organization

Go to Organization to set company name, logo and details.

3

Create your first template

Go to Templates and create a model using the HTML editor or import a DOCX.

4

Import data

In Data Sources, upload an Excel spreadsheet, CSV or fill in manually.

5

Generate documents

In the Generator, select template + data and generate dozens of documents at once.