A Detailed Guide to Sheet-to-Doc Custom Filename Feature

Source: Dev.to

Overview

Sheet-to-Doc is a powerful document‑generation tool that extracts data from Excel/WPS spreadsheets and creates Word documents based on Word templates. All operations are performed locally, so no data is uploaded to external servers, ensuring maximum data security.

Key Features

• Extract data directly from Excel/WPS spreadsheets
• Batch‑generate Word documents from Word templates
• Two generation modes
  • One Word document per data row
  • A single Word document containing all rows (with repetition)
• Custom filename formats
• Local operation → data stays on your machine
• Interface available in Chinese and English

Application Scenarios

Sheet-to-Doc fits any situation that requires batch document generation:

Detailed Introduction to the Custom Filename Feature

Version v1.2.0 adds a custom filename feature, letting users create personalized filenames for easier file management.

Why a Custom Filename Feature?

Previously, Sheet-to-Doc used a default pattern such as

Sheet-to-Doc_Row_1_1234567890.docx

The name contains a row number and a timestamp but isn’t intuitive, making it hard to identify a file’s content at a glance.

With custom filenames you can embed meaningful data—customer name, contract number, date, etc.—directly into the filename, dramatically improving organization.

How to Use the Custom Filename Feature

1. Prepare Data and Template

   • Have your Excel/WPS spreadsheet ready.
   • Ensure the Word template contains placeholders in the form {variable name}.

2. Paste Data into Sheet-to-Doc

   • Open the Sheet-to-Doc web page.
   • Paste the spreadsheet data into the designated area; the system parses it and shows a preview.

3. Upload Word Template

   • Click the upload area, select your Word template, and wait for the filename to appear.

4. Set Filename Generation Method

   • In “Filename Generation”, choose “Custom Filename”.

   • Define the format:

     Prefix – fixed text you type.
     Middle (From Data) – select a data field from the dropdown; its value becomes the middle part.
     Suffix – optional fixed text.

   • A real‑time preview (using the first data row) is displayed.

5. Generate Documents

   • Click “Generate Document”.
   • Files are created using the defined prefix, selected data field, and suffix.

Custom Filename Format Examples

Assume the following data:

Example 1

• Prefix: Contract_
• Middle: Customer Name field
• Suffix: _2025

Generated filenames:

• Contract_John_Doe_2025.docx
• Contract_Jane_Smith_2025.docx
• Contract_Bob_Johnson_2025.docx

Example 2

• Prefix: Contract_
• Middle: Contract Number field
• Suffix: (empty)

Generated filenames:

• Contract_CT2025001.docx
• Contract_CT2025002.docx
• Contract_CT2025003.docx

Advantages of the Custom Filename Feature

• Improved File‑Management Efficiency – Meaningful names let you identify content without opening files.
• Easy Classification & Sorting – Files can be sorted by dates, numbers, etc., embedded in the name.
• Enhanced Recognizability – Include project, client, or other key info for better team collaboration.
• Flexible Naming Rules – Combine prefixes, data fields, and suffixes to suit any scenario.
• Automatic Illegal‑Character Handling – The system sanitizes filenames to meet OS requirements.

Conclusion

Sheet-to-Doc is a robust document‑generation solution, and its custom filename feature adds flexibility and convenience for file management. Whether you’re in an enterprise setting or handling personal batch tasks, Sheet-to-Doc can boost efficiency and cut down repetitive work.

Try Sheet-to-Doc today and experience the power of custom filenames!

Related Links

• Sheet-to-Doc Official Website

Sheet-to-Doc Technical Documentation

Sheet-to-Doc Technical Documentation