Document Generation Workflow

Once you've successfully crafted and published a template, the process of generating documents is a breeze, available both through the Dashboard and API.

Using the Dashboard:

1. Navigate to the Template details page.
2. Click on "New Document."

Now, you can create documents by following these steps:

• Choose the desired template.
• Input the necessary data into the template.

On this screen, the "Data" tab displays the test data employed during template creation, serving as a helpful reference for comparison with your actual data.

Real-time Preview:

The preview dynamically updates with each data modification, providing a visual representation of your document. This real-time PDF preview allows you to assess the document's appearance as you refine the content.

Save and Run:

Once satisfied with the preview, simply click on the "Save and Run" button to initiate the document creation process.

Download Option:

Post-generation, the Document page offers a convenient "Download" option. Click to instantly retrieve your finalized PDF document.

Easily create and download polished documents with our intuitive workflow, ensuring a smooth experience from template creation to document fruition.