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PDF from Template Node

The PDF from Template node generates PDF documents from a DOCX template file by replacing variables with dynamic data. This powerful node enables automated document generation for certificates, reports, forms, and other structured documents that require personalized content.

PDF from Template node

Basic Usage​

Use the Start Node, PDF from Template, and Display Text nodes to create a document generation workflow.

Inputs​

The PDF from Template node accepts the following inputs:

  • config JSON: A JSON object containing key-value pairs that map to variables in your DOCX template. These values will replace corresponding placeholders in the template.

Outputs​

  • PDF File URL: The URL of the generated PDF file that can be displayed, downloaded, or used in subsequent nodes.
  • File Output: The file object output that can be connected to other nodes for further processing.

Configuration​

docX File​

Upload a DOCX template file that contains variables to be replaced:

  1. Click the upload area or drag and drop your DOCX template file.
  2. The file should contain placeholders/variables that match the keys in your config JSON.
  3. Template variables are typically formatted as {{variableName}} or similar syntax depending on your template structure.
  4. You can remove the uploaded file using the "Remove File" button if you need to upload a different template.

File size limit: Check your system configuration for maximum file size limits.

Display Options​

  • Display PDF on Viewer: When enabled, the generated PDF will be displayed in an inline viewer within the flow.
  • Show Download Button: When enabled, users will see a download button to save the PDF file locally.

Example Workflows​

Certificate Generation​

Scenario: Generate personalized certificates by filling a DOCX template with student information.

PDF from Template Example

Steps to Create the Flow:

  1. Start with the Start Node.

  2. Add and connect a PDF from Template node:

    i. Upload your DOCX template (e.g., certificate template with placeholders like {{studentName}}, {{courseName}}, {{completionDate}})

    ii. Connect a JSON data source to config JSON input

    • Example config JSON:
    {
      "studentName": "John Smith",
      "courseName": "Advanced Web Development",
      "completionDate": "November 21, 2025",
      "instructorName": "Dr. Jane Doe",
      "grade": "A+"
    }

    iii. Enable display options:

    • ✓ Display PDF on Viewer
    • ✓ Show Download Button

  3. Connect PDF File URL output to Display Text node to show the file URL or provide download access.

Preview:

The system will:

  1. Take your DOCX template with variables
  2. Replace all {{variableName}} placeholders with values from the config JSON
  3. Generate a PDF with the personalized content
  4. Display the PDF in the viewer and provide a download button

Result: Users receive a professionally formatted PDF certificate with their personalized information.

  • Form Node: Collect user input to populate the config JSON
  • Display Text/Image: Display the generated PDF URL or preview
  • Document Download: Enable users to download the generated PDF
  • Google Drive: Save generated PDFs to cloud storage
  • CSV Builder: Generate multiple PDFs from CSV data in batch operations