Generated Documents
User guide for Generated Documents in the Numezis company portal.
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).
- Review the PDF preview.
- Download or send via configured channels.
- Use batch generation for periodic statements.
Permissions and modules
Document generate permissions on parent records.
Feature coverage
| Key | Title | Risk | UAT |
|---|---|---|---|
documents-engine.generated-documents.batch-generation | Batch Document Generation and Download | high | UAT-C-DOCENG-BATCH-001 |
documents-engine.generated-documents.docx-export | DOCX Document Export from Templates | high | UAT-C-DOCENG-DOCX-001 |
documents-engine.generated-documents.pdf-generation | PDF Document Generation from Templates | high | UAT-C-DOCENG-GEN-001 |