---
title: Bulk document creation
description: Automate document creation on a large scale.
---

[Skip to content](https://support.biglelegal.com/en/knowledge-base/bulk-document-creation#main-content)

- [English](https://support.biglelegal.com/en/knowledge-base/bulk-document-creation)
- [Español](https://support.biglelegal.com/es/knowledge-base/creacion-masiva-de-documentos)

English

Show submenu for translations

[Customer portal](https://support.biglelegal.com/tickets-view?hsLang=en)

![Bigle Academy Logo](https://support.biglelegal.com/hubfs/Bigle%20Academy%20Logo.svg)

Open main navigation

Close main navigation

- - [English](https://support.biglelegal.com/en/knowledge-base/bulk-document-creation)
    - [Español](https://support.biglelegal.com/es/knowledge-base/creacion-masiva-de-documentos)

  English
  
  Show submenu for translations
- [Customer portal](https://support.biglelegal.com/tickets-view)

 Find what you are searching

- There are no suggestions because the search field is empty.

1. [Knowledge Base](https://support.biglelegal.com/en/knowledge-base?hsLang=en)
2. [Documents](https://support.biglelegal.com/en/knowledge-base/documents?hsLang=en)
3. [Massive actions](https://support.biglelegal.com/en/knowledge-base/documents?hsLang=en#massive-actions)

# Bulk document creation

## Automate document creation on a large scale.

Bulk document creation is an essential feature that enables the efficient and automated generation of multiple documents from a single XLS, XLSX, or CSV file.

![Bulk representation](https://support.biglelegal.com/hs-fs/hubfs/Knowledge%20Base/Bigle%20Academy/Bulk/Bulk%20representation.png?width=688&height=360&name=Bulk%20representation.png)

In this article, we will guide you through the process of [preparing the source file](https://support.biglelegal.com/en/knowledge-base/bulk-document-creation#source-file) and [creating documents in bulk](https://support.biglelegal.com/en/knowledge-base/bulk-document-creation#bulk) using Bigle Legal.

 

### **Preparing the source file**

The source file is the foundational basis for bulk document creation. It's a **file in XLS, XLSX, or CSV format** created with tools like Microsoft Excel or Google Sheets and has **tags linking it to a Bigle Legal template**.

This file must contain the necessary information to generate multiple documents in an automated and efficient manner. It should include:

- The **name** of each document to be generated.
- The **tags** for the fields used to personalize the documents.
- The **data** corresponding to field responses.

 

Proper preparation of this file is essential to ensure **accurate correspondence between the data and template fields**. Here are the steps to prepare it:

1\. **Select the reference Bigle Legal template:** Choose the Bigle Legal template you want to use for creating your documents. You will need it to reference its fields and tags when creating your source file. 

Here's an example of the template form we'll use:

![Form](https://support.biglelegal.com/hs-fs/hubfs/Knowledge%20Base/Bigle%20Academy/Bulk/Form.png?width=550&height=626&name=Form.png)

2\. **Add the document names:** In the source file, use a single column to write the name of each document to be generated. In the following example, "Document name" is the column title, and we're creating five documents named "NDA - TechSol," "NDA - InnovateX," etc.

![Source file 1](https://support.biglelegal.com/hs-fs/hubfs/Knowledge%20Base/Bigle%20Academy/Bulk/Source%20file%201.png?width=688&height=176&name=Source%20file%201.png)

3\. **Insert the field tags:** In the remaining columns, place the text of the tags for each field of the [template](https://support.biglelegal.com/en/knowledge-base/bulk-document-creation#template) (**do not include the curly braces, "{}"**). This ensures that the data is placed correctly in the created documents.

![Source file 2](https://support.biglelegal.com/hs-fs/hubfs/Knowledge%20Base/Bigle%20Academy/Bulk/Source%20file%202.png?width=688&height=176&name=Source%20file%202.png)

4\. **Enter the responses for each field:** Each of the columns should be filled with the response for that field related to the document in its row.

![Source file 3](https://support.biglelegal.com/hs-fs/hubfs/Knowledge%20Base/Bigle%20Academy/Bulk/Source%20file%203.png?width=688&height=176&name=Source%20file%203.png)

- For **option fields**, you should not input the response but rather the **tag** of the corresponding option, as shown in the following image:

![Option field](https://support.biglelegal.com/hs-fs/hubfs/Knowledge%20Base/Bigle%20Academy/Bulk/Option%20field.png?width=688&height=256&name=Option%20field.png)

5\. **Save the file:** After you have entered all the data, save and export the file in XLS, XLSX, or CSV format.

 

### **Bulk document creation**

Once you have prepared your source file, access Bigle Legal to start the bulk document creation. 

Go to the "Documents" section in the platform's main menu and click on "**Create Document**":

![Create document](https://support.biglelegal.com/hs-fs/hubfs/Knowledge%20Base/Bigle%20Academy/Bulk/Create%20document.png?width=688&height=332&name=Create%20document.png)

Then, select the "**Bulk document creation**" option:

![Create document and continue](https://support.biglelegal.com/hs-fs/hubfs/Knowledge%20Base/Bigle%20Academy/Bulk/Create%20document%20and%20continue.png?width=450&height=545&name=Create%20document%20and%20continue.png)

Next, fill in all the necessary **information** for document generation:

![Bulk options](https://support.biglelegal.com/hs-fs/hubfs/Knowledge%20Base/Bigle%20Academy/Bulk/Bulk%20options.png?width=450&height=555&name=Bulk%20options.png)

- **Select template:** Choose the template you used as a reference for creating your [source file](https://support.biglelegal.com/en/knowledge-base/bulk-document-creation#source-file).
- **Upload file:** Upload your previously prepared source file.
- **Document name:** Select the column containing the document names in your file.
- **Destination folder:** Choose a destination folder. This is where the new documents will be stored.
- Finally, click "**Confirm**".

When the documents have finished generating, you can access all of them from the destination folder you selected:

![Created documents](https://support.biglelegal.com/hs-fs/hubfs/Knowledge%20Base/Bigle%20Academy/Bulk/Created%20documents.png?width=688&height=233&name=Created%20documents.png)

 

In conclusion, with Bigle Legal's bulk document creation feature, you can significantly streamline and simplify the document generation process in your contract management workflow. We hope this article has helped you understand how to make the most of this powerful feature.

- [Platform Updates](https://support.biglelegal.com/en/knowledge-base/platform-updates?hsLang=en)
- [On-demand webinars](https://support.biglelegal.com/en/knowledge-base/on-demand-webinars?hsLang=en)
- [New in Bigle](https://support.biglelegal.com/en/knowledge-base/new-in-bigle?hsLang=en#main-content)

    - [0. Introduction](https://support.biglelegal.com/en/knowledge-base/new-in-bigle?hsLang=en#0-introduction)
    - [1. Template creation](https://support.biglelegal.com/en/knowledge-base/new-in-bigle?hsLang=en#1-template-creation)
    - [2. Creation of fields](https://support.biglelegal.com/en/knowledge-base/new-in-bigle?hsLang=en#2-creation-of-fields)
    - [3. Creation of forms](https://support.biglelegal.com/en/knowledge-base/new-in-bigle?hsLang=en#3-creation-of-forms)
- [Templates - Create tags](https://support.biglelegal.com/en/knowledge-base/templates-create-tags?hsLang=en#main-content)

    - [Introduction](https://support.biglelegal.com/en/knowledge-base/templates-create-tags?hsLang=en#introduction)
    - [Type of tags](https://support.biglelegal.com/en/knowledge-base/templates-create-tags?hsLang=en#type-of-tags)
    - [Types of use of opening and closing tags](https://support.biglelegal.com/en/knowledge-base/templates-create-tags?hsLang=en#types-of-use-of-opening-and-closing-tags)
    - [Settings](https://support.biglelegal.com/en/knowledge-base/templates-create-tags?hsLang=en#settings)
- [Templates - Fields](https://support.biglelegal.com/en/knowledge-base/templates-fields?hsLang=en)
- [Template - Form](https://support.biglelegal.com/en/knowledge-base/template-form?hsLang=en)
- [Template - Settings](https://support.biglelegal.com/en/knowledge-base/template-settings?hsLang=en)
- [Sub-template](https://support.biglelegal.com/en/knowledge-base/sub-template?hsLang=en)
- [Metadata and Reports](https://support.biglelegal.com/en/knowledge-base/metadata-and-reports?hsLang=en)
- [Documents](https://support.biglelegal.com/en/knowledge-base/documents?hsLang=en#main-content)

    - [Document management and organization](https://support.biglelegal.com/en/knowledge-base/documents?hsLang=en#document-management-and-organization)
    - [Massive actions](https://support.biglelegal.com/en/knowledge-base/documents?hsLang=en#massive-actions)
    - [Document options](https://support.biglelegal.com/en/knowledge-base/documents?hsLang=en#document-options)
    - [Processes](https://support.biglelegal.com/en/knowledge-base/documents?hsLang=en#processes)
- [Bigle AI](https://support.biglelegal.com/en/knowledge-base/bigle-ai?hsLang=en#main-content)

    - [Document Assistant](https://support.biglelegal.com/en/knowledge-base/bigle-ai?hsLang=en#document-assistant)
    - [Discriminative AI](https://support.biglelegal.com/en/knowledge-base/bigle-ai?hsLang=en#discriminative-ai)
    - [Libra: General AI Chat on the Platform](https://support.biglelegal.com/en/knowledge-base/bigle-ai?hsLang=en#libra-general-ai-chat-on-the-platform)
- [Requests](https://support.biglelegal.com/en/knowledge-base/requests?hsLang=en)
- [Edition](https://support.biglelegal.com/en/knowledge-base/edition?hsLang=en)
- [Negotiation](https://support.biglelegal.com/en/knowledge-base/negotiation?hsLang=en)
- [Validation](https://support.biglelegal.com/en/knowledge-base/validation?hsLang=en)
- [Electronic signature](https://support.biglelegal.com/en/knowledge-base/electronic-signature?hsLang=en)
- [Workflows](https://support.biglelegal.com/en/knowledge-base/workflows?hsLang=en)
- [Certified Email](https://support.biglelegal.com/en/knowledge-base/certified-email?hsLang=en)
- [Tasks](https://support.biglelegal.com/en/knowledge-base/tasks?hsLang=en)
- [Administration and Security](https://support.biglelegal.com/en/knowledge-base/administration-and-security?hsLang=en)
- [Customize the platform](https://support.biglelegal.com/en/knowledge-base/customize-the-platform?hsLang=en)
- [Integrations](https://support.biglelegal.com/en/knowledge-base/integrations?hsLang=en#main-content)

    - [No-code universal connector](https://support.biglelegal.com/en/knowledge-base/integrations?hsLang=en#no-code-universal-connector)
    - [Bigle Legal API](https://support.biglelegal.com/en/knowledge-base/integrations?hsLang=en#bigle-legal-api)

[![Bigle - Deloitte Fast 50 Programme - Knowledge Base Sello](https://support.biglelegal.com/hubfs/Bigle%20-%20Deloitte%20Fast%2050%20Programme%20-%20Knowledge%20Base%20Sello.svg "Bigle - Deloitte Fast 50 Programme - Knowledge Base Sello")](https://www.biglelegal.com/press/bigle-ranks-26-in-deloitte-technology-fast-50-2026)

<https://www.linkedin.com/company/bigle-legal/> <https://twitter.com/biglelegal>

Copyright © 2026, Bigle Iberia, S.L.