Generating documents

Generate single documents or bulk generate for multiple records at once.

Single document generation

1. Open the Generate page (the extension’s home page).
2. Select your template from the dropdown.
3. In Lark Base, click the checkbox next to a record to select it.
4. Click the Generate button (shows “Generate for [record name]”).
5. Click Download when ready.

Bulk generation

Generate documents for multiple records at once:

1. Select your template.
2. In Lark Base, check the boxes next to the records you want to generate.
3. Click the Bulk Generation button (appears when multiple records are selected).
4. Download each document when ready — or auto-save to Lark if configured in Template Setup.

Note

On the Free plan each generation waits 30 seconds before it starts, and generations are limited to 2 per minute across your whole organization. Pro removes both.

Save to attachment field (Pro)

Automatically save generated documents back to your Lark Base:

1. In Template Setup, enable Save to Base.
2. Select the target attachment field.
3. Choose write mode: Append (add to existing) or Replace (overwrite).

Perfect for archiving documents, triggering automations, or keeping documents with source data.

Output format: DOCX, PDF or PNG

Templates produce a Word document by default. In Template Setup you can switch the output format to:

• PDF — converted from the generated DOCX.
• PNG — an image of the first page, useful for thumbnails and previews.

All three formats are available on every plan, including Free, and all cost the same one generation.

Status field (Pro)

A template can write its progress back to a Lark field — Processing, Completed or Failed — so the Base shows generation state next to each record. Configure it in Template Setup. See Pro features.

Dynamic filenames

Create organized filenames using variable patterns:

• Invoice_{Invoice_Number}.docx → Invoice_INV-2024-001.docx
• Report - {Customer_Name} - {Date}.docx → Report - Acme Corp - 2024-01-15.docx

Configure the filename pattern in Template Setup. The pattern accepts the same placeholders as the template body — see Template syntax.

Check available fields

Before generating, visit the Variables page to see all available fields and their exact names. This helps ensure your template placeholders match your Lark Base field names exactly — see Template syntax for what you can write, and Variables not replacing if a placeholder comes through unreplaced.