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This documentation is currently in preview, therefore subject to change.

Introduction

Build a Doc is a versatile and robust suite of tools designed to streamline the generation, manipulation, and conversion of a wide range of document types.

Quickstart (3 steps)

Convert Word Document example:

  1. Provide a template (Word document).

  2. Supply a data source (JSON).

  3. Call the appropriate action (Convert Word Document) and receive the populated output file.

    Example: Upload a .docx template + JSON data → call convert to PDF → receive a PDF ready to download.

Inserting Data Into Templates

Build a Doc’s templating engine lets you convert template documents into fully populated output files in your preferred format. By supplying a template and its corresponding data source, it dynamically merges the data at runtime, producing documents that precisely reflect your desired structure and content.

Actions

Merging Documents

You can merge multiple files into a single, cohesive document. Build a Doc also offers a rich set of formatting controls—granting you fine-grained authority over the structure of the merged output.

Actions

Computing Data

Build a Doc’s computing data capabilities let you filter an array by your chosen criteria and then evaluate a specified expression on each element that passes the filter. This allows for flexible data transformations and conditional calculations to be embedded directly into your document generation workflow.

Actions

Compare Documents

Build a Doc can accept two Word files, analyse their content, and generate a new document that combines both inputs with all differences clearly marked. This allows for streamlined review and precise change tracking directly within your merged output file.

Actions

Format PowerPoint Presentations

Within Build a Doc, PowerPoint Presentations can be automatically updated with new master slide themes applied. This allows for seamless, organisation-wide formatting of entire slide decks in a single operation, eliminating the need for manual slide-by-slide updates.

Actions

Extract and Update PDF Data

Within Build a Doc, Extract PDF Data pulls interactive form-field values and XMP/document metadata from a PDF and returns them as structured JSON objects. This allows you to programmatically access and integrate a PDF’s embedded data without manual inspection.

Within Build a Doc, Update PDF Data applies new values to interactive form fields and XMP/document metadata in a PDF, then returns the updated file. This allows you to automate form-filling and metadata updates as part of your document workflow.

Actions

Render Charts

Build a Doc can locate a specified chart within an Excel workbook and export it as a PDF or image. This allows for the effortless integration of up-to-date visualisations into your documents without manual chart exporting.

Actions

All Actions