Generation options
- Single document — pick a template and a record to instantly produce one document
- Bulk generation — generate hundreds of documents from a DataTable in one run
- On form submission — automatically create a document when a Form is submitted
- On a schedule — recurring documents such as monthly statements or reports
- Via Autoflux — trigger generation from any workflow event
Data merging
- Map template fields to any column, form field, or API response
- Support for repeating rows (line items, tables)
- Conditional content based on record values
- Computed fields (totals, taxes, dates)
Reviewing and versioning
- Preview documents before finalizing
- Store every generated document with a full history
- Regenerate with updated data at any time