Generating documents

Generate single documents or bulk generate for multiple records at once.

Single document generation

1. Open the Generate page (the extension’s home page).
2. Select your template from the template picker at the top.
3. In Lark Base, click the checkbox next to a record to select it.
4. Click Generate document under the Records card. The button also shows the selected record’s name.
5. Click the download button next to the document when it is ready.

Bulk generation

Generate documents for multiple records at once:

1. Select your template.
2. In Lark Base, check the boxes next to the records you want to generate.
3. Click Generate N documents. The button counts the selected records. Up to 500 records at once.
4. Download each document when ready, or auto-save to Lark if configured on the Template tab.

To make one document from all the selected records instead (a list, a page per record, or labels), see One document from many records.

Note

On the Free plan each generation waits 30 seconds before it starts, and generations are limited to 2 per minute across your whole organization. A seat removes both for the person who holds it, and Pro removes them for everyone.

Save to attachment field

Needs a seat (Starter or Business) or Pro.

Automatically save generated documents back to your Lark Base:

1. On the Template tab, enable Save to Base.
2. Select the target attachment field.
3. Choose the write mode: Append to original attachment or Replace original attachment.

Perfect for archiving documents, triggering automations, or keeping documents with source data.

Output format: DOCX, PDF or PNG

Templates produce a Word document by default. On the Template tab, use Output Format to switch to:

• PDF Document (.pdf): converted from the generated DOCX.
• Image (.png): renders only the first page, useful for thumbnails and previews.

All three formats are available on every plan, including Free, and all cost the same one generation. An Excel or PowerPoint template makes its own kind of file or a PDF. See Excel and PowerPoint templates.

Status field

A template can write its progress back to a Lark field, so the Base shows generation state next to each record: ⏳ Processing, then ✅ Completed with the filename, ⚠️ Completed with warnings, or ❌ followed by the error. Configure it under Status Field (Optional) on the Template tab. Needs a Business seat or Pro. See Paid features.

Dynamic filenames

Create organized filenames using variable patterns:

• Invoice_{Invoice_Number}.docx → Invoice_INV-2024-001.docx
• Report - {Customer_Name} - {Date}.docx → Report - Acme Corp - 2024-01-15.docx

Configure the filename pattern on the Template tab. The pattern accepts the same placeholders as the template body. See Template syntax.

Check available fields

Before generating, visit the Variables page to see all available fields and their exact names. This helps ensure your template placeholders match your Lark Base field names exactly. See Template syntax for what you can write, and Variables not replacing if a placeholder comes through unreplaced.