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Documents

The Documents module lets you create and manage document templates inside a module. These templates can be used for mail merge (e.g., sending personalized emails), generating PDFs (like invoices or order confirmations), and more.

When to Use​

Use the Documents module when you need to create reusable templates for emails, PDFs, or printed documents—such as invoices, order confirmations, or personalized letters.

How It Works​

  • Write your document using a WYSIWYG editor directly in the module.
  • Insert replaceables (e.g., [user.name], [itemid]) to personalize content for each recipient or item.
  • Templates can be used for mail merge, automated emails, or PDF generation.
  • Attach documents to items or use them in automations.

Usage Example​

Create a document:

  1. Go to the Documents module in your project or sales module.
  2. Click "Create Document" and use the WYSIWYG editor to write your template.
  3. Insert replaceables like [user.name], [item.cf100], etc.
  4. Save and use the document in your workflows eg. send email action.

Tips​

  • Use replaceables to personalize each document for the recipient or item.
  • Combine with automations to send documents automatically.