Create dynamic documents by your given compliance templates. Supports open document formats and ms-office formats. Convert any data into any document for download or activity stream. Output remain in the original format or open PDF.
Admin Guide
Host Configuration
This add-on requires a correct reading and writing mode of your webserver. It will fail, if the permissions are not sufficient enough for SuiteCRM overwriting its custom section. Uploaded templates will be stored among your CRM files at an own section (default: "custom/include/CMS_DocumentTemplates/templates/").
By default the creation uses HTTP(S) calls by PHP curl. If you are behind firewall restrictions or limited to intranet solutions, you will need individual server arrangements on top. So far local creation is only supported for Linux based systems, tested and verified on Debian stacks. Feel free to request support. We highly recommend the trial phase for troubleshooting connection issues.
PHP Support 8.2 given, SuiteCRM 7.11 - 8.8 given Composer support up to 2.7.6.
This add-on requires php-curl, php-intl, php-mbstring extensions installed
This add-on requires a higher "Maximum upload size" of ~50MB defined at your System Settings (Admin->System Settings->Advanced). Without that change the upload page will remain empty and throw and error inside your .log file
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