Features

Generate documents

Auto-fill documents

Document generation based on Open XML technology. Generate documents, items, document sets from documents, items, folders, document sets or from scratch.

New from Existing

Generate new documents by reusing metadata and content from existing ones.

Report generation

Generate Word/Excel reports and charts from SharePoint list data. Auto-apply functions and formulas.

Dynamic Content

Auto-fill a document with data and images from SharePoint lists based on conditions, selected lookup list items, formulas etc.

Small Parts

Assemble a new document from multiple Word or PowerPoint templates by clicking checkboxes.

SharePoint query functions

Take advantage of functions such as GetView, FindItems, GroupItems, TakeColumnsFromView, OrderBy or Matrix.

Auto-naming

Automatically generate a custom and unique document name following your company file naming conventions.

PDF conversion

Quickly convert multiple Word, Excel or PowerPoint documents to PDF files.

Simplify management

Copy Source

Copy the original document content, metadata, and auto-apply settings from the associated JungleDocs rule.

Update from item

Update SharePoint document based on changes in item metadata.

Update from document

Update SharePoint item metadata based on changes in your document.

Workflow integration

Create document generation workflows using SharePoint Designer.

JungleDocs API

Generate documents from your own code.

1-year support

Premium Support includes assistance by phone, email, video chat, access to minor and major releases, 8-hour response time.

Tools for SharePoint document automation