Documentation

Overview of Documotor

Welcome to the documentation site of Documotor! The documentation aims to introduce you to document automation, and explain how exactly Documotor works. You'll be able to get started with Documotor in these pages, and you can visit Integrations, Guides, Templating or Data transformations to learn more about specific components.

What is Documotor?

Documotor is a browser-based document automation platform that allows any system or process to benefit from document generation. It’s a powerful automation solution that streamlines and automates the document creation process for businesses. With Documotor, businesses create professional documents quickly and easily, saving time and effort.

Illustration of flow of data through Documotor.

Documotor is system and data-agnostic, meaning any system capable of transferring data can be used to automate documents. A document automation workflow is divided into three parts:

What components make up a Documotor automation setup?

Data in Documotor

 

Data

Data comes in many forms and structures, but one of the most common formats is JSON. It's a widely supported standard for data transfer. Supply JSON data to Documotor where you have the option to process and restructure it further if it needs to be adjusted to your template.



Templates in Documotor

 

Template

A template is a file, often a report or a presentation, with placeholders that define which data is inserted where in the document. Any document missing variable data can be automated, but Documotor's value shines most in rule-based, data-intensive templates. Documotor simplifies the creation of documents and guarantees the accuracy of data and consistency with brand guidelines, regardless of the complexity of the document.



Transformation illustration

 

Transformation

Finally, the transformation enables you to format your unprocessed data into a structure that fits the provided template. With data transformations, you can easily format dates, group products by their categories, or simplify complex data layers by merging data or handpicking the relevant details.




Templates and transformations are stored in Documotor and will work exactly the same on all the data that follows the same structure. That's how Documotor shines in automated workflows - creating accurate subsequent documents becomes a matter of seconds. Additionally, Documotor is often invisible, only manifesting as a "Generate document" button in whichever system you might be using.

In this entire process, we're your partner. We engage in discussions, planning, and strategy to ensure that you're able to leverage our platform to its fullest potential.


What’s Next