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Advanced Data Routing
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Advanced Data Routing
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Advanced Data Routing

Simplify document creation with data routing

Quickly generate multiple documents from a single data feed or combine files with the help of advanced data routing.

Generate documents faster

Looking to cut time out of your document creation process? With Formstack Document’s advanced data routing tools, you can automatically combine files into one document or create several types of documents from a single data source.

Create seamless document workflows

With advanced data routing, it’s easy to accelerate your document generation process.
Automatic

Quickly automate the consolidation and generation of documents. No paper or manual data entry needed.

Versatile

Generate multiple documents from a single data source, or combine several documents into one, streamlined file.

Customizable

Kick off your document workflows by creating a document in our document builder or uploading your own files.

How It Works

Get started with advanced data routing in three easy steps:

Step 1: Start by uploading your own PDF, Word, Excel, or PowerPoint file, using a pre-built template, or building a document from scratch in our builder. Add merge fields to your document as needed.

Step 2: After your documents are built or uploaded, go to the Data Routing tab. Choose the documents you’d like to send data to and set up your logic rules. If you’d like to combine documents together, check the Include in Combined PDF box.

Step 3: Choose how you’d like your document/s to be delivered by going to the Deliver tab. You can have documents delivered via email or sent to a variety of apps, including CRMs and document storage systems.

To learn more about setup, please read these help articles.

Ready to get started?

Start a 14-day free trial to see how Formstack’s productivity solutions can help you simplify your day and achieve efficiency in the workplace.

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