Use Templates and Generate Documents

Documents → Templates lets you build reusable HTML templates and generate PDF business documents into the library. Placeholders pull values from the linked entity context.

:::info Not Packaging labels Documents templates are HTML → PDF business documents. Product and carton labels with barcodes live under Packaging → Label Templates. :::

Create a template

1. Open Documents → Templates.
2. Create or edit a template with:
   • HTML body, and optional header/footer
   • Category and entity type targeting
   • Active / default controls
3. Use placeholders from the catalog (or discovered from the template body) in {{Token}} style where the UI shows them.
4. Save.

Generate a document

1. Choose the template.
2. Resolve or prefill placeholders from the entity context.
3. Preview PDF when generation is available.
4. Save the generated output as a managed document in the library.

You need manage-documents access to save generated files; category and template administration needs the templates permission.

Next step

Request e-signatures

Send a generated or uploaded PDF for signature.

Upload a document

Add an existing file instead of generating one.