Streamline the creation of customised documents like contracts, agreements, and offer letters by merging data from external systems or user input directly into pre-defined templates. This enhancement opens the door to more polished and efficient document creation, while reducing manual effort and risk of errors. Whether you're hiring, onboarding, or managing contracts, DocuSign’s new Word-based document generation puts powerful automation at your fingertips.
Check out our video below to see how Document Generation used with Talos can help you create streamlined, personalised documents effortlessly.
What’s New?
We’re enhancing the experience by introducing support for Microsoft Word templates in the latest version of the DocuSign API. This upgrade:
Improves formatting fidelity and text handling
Resolves previous limitations with custom layouts
Offers a more reliable and professional document generation process
Best of all, this enhancement works seamlessly alongside your existing templates, allowing you to maintain your current workflows while benefiting from the increased flexibility and improved output quality.
Key Features & Enhancements
Microsoft Word Template Support
You can now create and manage documents using Microsoft Word templates, enabling more advanced formatting and professional presentation. Create a Document Generation Template
Custom Fields & New Merge Fields (Sender Fields)
Templates can include both: Custom Fields (as before) and now Merge Fields which dynamically populate with personalised data such as: Candidate names, Job titles, Start dates and more - pulled directly from your ATS or integrated system.
Dynamic Data Insertion
When preparing an envelope: All available fields (custom and merge) are visible to users, Merge fields with placeholders are automatically populated with accurate data, minimise manual entry and ensures consistent, error-free documents
Improved Candidate Experience
The resulting documents delivered to candidates are fully populated, clear, and personalised - leading to a smoother signing experience.
Stay tuned for further updates - and happy sending!