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AutomaDocAutomaDoc

Getting started

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Learn the basics of Lark AutomaDoc — from opening the extension to creating your first template.

Opening AutomaDoc

Section titled “Opening AutomaDoc”
  1. Open your Lark Base.
  2. Click the Extensions button (puzzle icon) in the toolbar.
  3. Select Lark AutomaDoc from your installed extensions.

Interface overview

Section titled “Interface overview”

The AutomaDoc extension has four main pages:

  • Generate — the home page where you create documents from your templates
  • Template Setup — configure templates, upload files, and set generation options
  • Variables — browse all available fields and copy the exact syntax
  • More — language settings, documentation links, support contact, and tour restart

Interactive tour

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New users automatically get a guided tour that walks through the main features. If you dismissed it, you can restart it anytime from the More page → Restart Tour.

Free trial

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Want to try Pro features? Start a 14-day free trial to unlock:

Look for the Start Free Trial button when you reach your template limit.

Creating your first template

Section titled “Creating your first template”

Step 1: Prepare your Word document

Section titled “Step 1: Prepare your Word document”
  1. Open MS Word. (Other editors may work but are not officially supported.)
  2. Create your document with static content.
  3. Add placeholders where you want dynamic data, using {Field_Name} syntax.

Step 2: Save your template

Section titled “Step 2: Save your template”
  • Save as .docx format (required).
  • Use a descriptive filename like Invoice Template.docx.
  • Keep the file under 10 MB.

Step 3: Upload to AutomaDoc

Section titled “Step 3: Upload to AutomaDoc”
  1. Go to the Template Setup tab.
  2. Click New Template.
  3. Upload your .docx file.
  4. Give it a descriptive name.
  5. Click Save.

What’s next?

Section titled “What’s next?”