Generate documents from a record
Generate allotment letters, agreements, receipts and offer letters pre-filled from any booking, customer, employee or project.
Document generation turns an uploaded template into a filled document in two clicks. Pick the record, pick the template, download — or send — the generated DOCX or PDF.
Generate from a record
Step 1: Open the record
Open the booking, customer, employee or project you want to generate against.
Step 2: Click Generate document
A side panel lists every template type available for this record kind.
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Step 3: Pick the template type
The latest active template for that type is used. If multiple versions exist, you can pick a specific one from a dropdown.
Step 4: Pick the output format
DOCX (editable) or PDF (locked). PDF is the typical choice for customer-facing documents.
Step 5: Click Generate
The document is produced server-side with every merge-field filled in from the record. Download the file or send it by email directly.
Generated documents are retained under Document management → History. They are not re-generated on data changes — they are a snapshot of the record at the moment of generation.
Finalise a document
A generated document starts in DRAFT. Click Finalise to lock it — once finalised, the document can be signed but not re-edited. The finalised version is what gets stamped and sent as the legal record.
What's next
- Document templates — upload or edit a template.
- Document history — see every document ever generated.