Document Generation Link

This is different than the native Airtable App integration.

Generate documents from Airtable records with any Airtable or Documint plan.

Features

  1. Create documents from your Airtable data
  2. Available with all Airtable & Documint plans
  3. Attach documents back to Airtable records
  4. Linked record joining
  5. Custom branding for document viewer
  6. Shareable links
  7. Duplicate document generation prevention
  8. Airtable data is never stored
  9. Password protect documents
  10. Preview mode option

How it works

Document generation links allow you to create documents from Airtable records with a link formula.

For example, a link like this:

placed in a button or formula field will generate a document when clicked like so:

Documint Setup

  1. Add your Airtable API Key to your Documint account under Settings > Integrations > 3rd-Party Integrations > Airtable. How to find your Airtable API Key

  2. Create a Documint template

  3. Add variables representing your Airtable fields into your Documint template
    Note: Field names need to be converted to snake case. For example, if you have a field named “Order Name”, you’ll need to place it in your Documint template as: order_name and wrap it in double curly braces like so {{ order_name }}.

    Airtable Variable Generator

    Convert your Airtable field names to Documint variables.

Airtable Setup

In this section, you will create a generation link formula then paste it into a formula field in your Airtable table. This will render the generation link for each record in your table.

  1. Use the formula builder to create your generation link formula

    Formula Builder

    Fill in the required fields below, then copy the Generation Link Formula at the bottom and paste it into a formula field in Airtable



    Generation Link Formula

    Copy the text below and paste it into a formula field in Airtable

Reference: Generation Link Query Parameters

Name Description Required
template_id The id of the Documint template you will be generating documents from. Yes
base_id The id of the Airtable base that you will be generating documents from. Yes
table_id The id of the Airtable table that you will be generating documents from. Yes
record_id The Airtable record id. This will be generated by the Airtable RECORD_ID() formula function. Yes
attachment_field This is the name of the field you would like to attach the generated document back to. **Note:**Value must be URL Encoded. If is preview set to true this will have no effect. No
preview If set to true will generate a preview of the document. This document will have the Documint branded footer and will not count against your merge quota. No
print_view If set to will open the generated document in the browsers built-in PDF viewer where users can easily print the document. No
  1. Paste the generated formula in either an Airtable Formula Field or a Button Field as shown below.

That’s it! Now, whenever a user clicks the button you’ve added a document will be generated for that record. If a document already exists with the data from that record and the template has not been changed, then the existing document will be displayed. This prevents generating the same document multiple times.

Additional Features

Password Protection

To add password protection, simply add a text field to your table with the name Documint Password (note the spelling of “Documint”). The value entered in that field will be the password protecting documents for that record.

The user will see this screen the first time they try to access the document or if the password is changed in Airtable.

Joining Linked Records

If your table has linked (related) records and you want those records to be populated (by default Airtable only returns the id and name of linked records) then you will need to follow these steps for each Linked field whose records you’d like to populate.

  1. Create a new formula field and give it the same name as the Linked Records field with Table_Id at the end. For example, if your table has a Linked Records field named “Order Line Items” then create a new formula field named “Order Line Items Table_Id”
  2. Find the table id for the table that the Linked Records belong to (in the case above it would be the “Order Line Items” table) and paste it into the formula field. How to find table id