Overview
The Document Generator allows you to inject any data from your application and create professional-standard documents in TXT, HTML or PDF format. Template files as well as digital assets such as images and CSS style sheets can be uploaded to our centralised Document Manager, then linked together. Using our simple API, you can then pass data directly from code for injection into the template. Direct conversion to PDF is supported for high quality results. Documents can then be stored and used by other components. Download the results directly in your app, or send the document out as an email using our Notifications component.
Key Features
Document Generator enables you to generate documents from the information in your application’s database.
Documents are generated based on a template that you create. You can create .txt or .html templates:
- A .txt file generates a .txt file from the data retrieved from the database.
- An .html file creates either an .html file from the data retrieved from the database, or, if specified, generates a .pdf file based on an .html file of the data retrieved.
- Additionally, you can supply other assets, such as images and style sheets, so you can create professional results.
Creating a template and other assets:
- You must create the template of the information you need and upload it to FILE_STORAGE (see Document Management for more information on uploading/downloading files).
- If you need any other assets to produce the results you need (images, css files etc.), you must also upload these to FILE_STORAGE. Along with this, you must create and upload a TEMPLATE_ASSET record that maps these assets to the template.
