This article explains how to use docx and xlsx files as autofill templates within a project by adding placeholder labels that are automatically replaced with specified values. It covers the full process, from creating and uploading a template file to selecting it, entering replacement values, and generating the completed document.

You can create docx or xlsx files as templates and have them autofilled directly from your project. Simply add labels to your document, upload it, and specify the values you want to replace those labels with — the document will be filled in automatically.

1. Create a docx or xlsx file locally on your computer.
2. Add labels to the file using the format {{label name}} for text and {{!image logo}} for images (images are supported in xlsx files only).
   (The label names "label name" and "logo" can be replaced with any label names you choose.)

Delivery document template showing buyer and seller merge field placeholders, step 2.

3. Upload the file to a folder in your project — see Upload files.
4. Select the file — see Select files.
5. Click on Selected files.
6. Click on Autofill docx, xlsx.
   
   

   Selected Files panel showing available actions; note the highlighted 'Autofyll docx' option (step 6).

7. Enter the values you want each label to be replaced with.
   (If you have multiple files selected, a separate tab will appear for each file.)
8. Click on Autofill.
   
   

   Autofyll docx dialog showing template labels and the Autofyll button to confirm.

9. A new file — with all labels replaced by your specified values — will be created in the folder.

Delivery document header showing buyer and seller contact fields to review.