ProductDocuments Engine
Generated Documents
User guide for Generated Documents in the Numezis company portal.
Overview
Generate PDF or DOCX outputs from templates, including batch runs for large mailings.
Where in the app
/c/companies/:companyId/documents-engine/generated-documents
Step-by-step
- Trigger generation from a business document (invoice, quote). (UAT-C-DOCENG-BATCH-001)
- Review the PDF preview. (UAT-C-DOCENG-DOCX-001)
- Download or send via configured channels. (UAT-C-DOCENG-GEN-001)
- Use batch generation for periodic statements. (UAT-C-DOCENG-GEN-001)
- Review the audit trail on the record. (Expected: activity event with actor and timestamp.) (UAT-C-DOCENG-GEN-001)
- If access is denied, verify module activation at tenant and company level before retrying. (UAT-C-DOCENG-GEN-001)
Permissions and modules
Document generate permissions on parent records.
Feature coverage
| Key | Title | Module | Docs impact | Summary | Risk | UAT |
|---|---|---|---|---|---|---|
documents-engine.generated-documents.batch-generation | Batch Document Generation and Download | — | required | Batch Document Generation and Download | high | UAT-C-DOCENG-BATCH-001 |
documents-engine.generated-documents.docx-export | DOCX Document Export from Templates | — | optional | DOCX Document Export from Templates | high | UAT-C-DOCENG-DOCX-001 |
documents-engine.generated-documents.pdf-generation | PDF Document Generation from Templates | — | required | PDF Document Generation from Templates | high | UAT-C-DOCENG-GEN-001 |