Document Generation

Overview

The Document Generator integrates seamlessly with your application, allowing you to create professional-grade documents in TXT, HTML, XLSX or PDF formats. Templates and digital assets, such as images and CSS style sheets, can be uploaded to the centralized Document Manager for simplified management and linking.   

With straightforward templating interfaces, users can inject data directly from their code into the templates. The component also includes support for direct PDF conversion, ensuring high-quality output. Once completed, documents can be stored for access by other components, downloaded within your application, or distributed via email using the Notifications component. 

Features & Capabilities

Dynamic document generation using customizable templates. 

Automated merging of data from various sources into pre-defined document structures. 

Batch processing to generate multiple documents concurrently. 

Support for different document formats (e.g., PDF, DOCX, HTML, XLSX). 

Integrations

  • Event-driven triggers and webhook support for real-time document generation. 
  • Compatibility with cloud storage services for document retrieval and archiving via the Document Management component. 

Customization

  • Template customization via HTML/CSS and advanced templating logic. 
  • Configurable parameters to adjust document styling, layout, and content mapping. 
  • Extensible framework to integrate additional formatting modules or custom logic. 

Category

Component

Data Management

Automation 

Dependencies

Integration with the Genesis Global API for real-time data fetching. 

External libraries for template rendering and document conversion. 

Optional: Cloud storage services (e.g., AWS S3, Azure Blob Storage) for document archiving and retrieval. 

Ready to Get Started?