Fill in Bulk — from spreadsheet to documents in seconds
Fill in bulk
Users often had to repeatedly enter the same data into multiple documents—insurance claims, invoices, purchase orders—making the process slow, repetitive, and error-prone.
The Fill in Bulk feature solves this by letting users import spreadsheet data and map it to document fields, saving time, reducing errors, and streamlining bulk document creation.
💡
The Fill in Bulk feature streamlined document filling by allowing users to import data from a spreadsheet and map it to fields, reducing time and errors. This resulted in faster document processing, a 20% increase in engagement, and improved user retention, especially in insurance and finance.
Result
Fill in bulk
+20%
Reduced time spent on document completion, enabling users to process bulk documents in a fraction of the time compared to manual entry.
Bulk usage
growth
+30%
Enhanced the editor experience, boosting usability and driving a significant increase in documents created and stored.
User Research
To design an effective solution, we conducted comprehensive research combining multiple methodologies: user interviews, analysis of customer support requests, and feedback from existing platform users. Our aim was to understand how users handled bulk document filling, pinpoint friction points, and identify opportunities for improvement.
From user interviews, we discovered that many worked with large sets of forms—such as insurance claims, invoices, and partner agreements—that required repetitive data entry. This manual process was inefficient and prone to errors. Studying real workflows gave us valuable insights into users’ pain points and frustrations.
Additionally, we benchmarked against competing platforms to learn industry best practices and spot market gaps, allowing us to design a solution that not only addressed existing problems but exceeded user expectations.
Design
Once the project scope was defined, we moved into the design phase. We started with basic wireframes to map out the feature’s flow, focusing on clarity, intuitiveness, and ease of use. The core steps in this journey included:
Select a Document
The user selects the document they want to generate pre-filled copies from in the "My Docs" section.
Add Data
After selecting the document, users are prompted to upload an Excel file containing the data for the fillable fields. The columns in the spreadsheet must match the field labels in the document.
Map Fields
A mapping interface allows users to match columns in the spreadsheet to the fields in the document. This makes it easy to ensure that data is placed in the correct location.
Bulk Generation
After the fields are mapped, users can specify how many copies of the document they need and begin the bulk generation process. The system generates prefilled documents automatically based on the provided data.
Save & Download
Once the documents are ready, users can save them to their "My Docs" section and download them in bulk.
Conclusion
The Fill in Bulk feature simplified bulk document filling by removing the need for repetitive data entry. Spreadsheet integration made the process faster, easier, and more accurate.
User research highlighted key pain points, while competitor analysis guided us toward a solution that exceeded basic expectations. The result is a tool that improves efficiency and usability, particularly in industries where high-volume document processing is common.
