Can I prepare everything needed for the document generator myself?

Yes, of course (provided you are set as an administrator).

First thing – identify the data that needs to be “entered” for each such document, and build a suitable digital form for them using the built-in form generator.

In the second step, select a similar document from the past and turn it into a template document by locating all the text segments that need to be replaced with new values ​​every time such a document is created (according to the fields we built in the form the digital one), and replacing them with textual “placeholders”, consisting of double curly brackets and the name of the field in the digital form (for example – {{employee_name}}).

The template document can be easily prepared manually, but there is also a plugin for WORD (download from this link) that allows connection to a digital form that you prepared in DocsRobot from WORD, and a simple selection of the form fields to be added as placeholders, without remembering the field names and without typing anything…