Document Generation Overview

Document Generation allows applications to automatically create PDF documents populated with real-time user data. You can design templates, such as invoices, contracts, and certificates, by uploading fillable PDF forms. The system then merges data from the application’s database into these templates, automating the creation of personalized documents—like tax forms, agreements, contracts or reports—without the need for manual data entry. This functionality streamlines processes, saving time and reducing errors in document creation.

Note: Document Generation is currently available for Bridge applications only. We are actively working to extend this feature to Flex applications in future platform updates.