Documents

Create and manage document templates with dynamic data placeholders.

What is the Documents Module?

The Documents module enables automated document generation using the Carbone engine:

Document Templates — Upload Word (.docx) or OpenDocument (.odt) templates with dynamic placeholders.
Generate Documents — Create polished documents directly from projects, budgets, trips, tasks, invoices, or project notes.
Carbone Syntax — Use powerful placeholders like {d.name} with support for loops, nested data, and formatting.
Document Logs — Track and download previously generated documents.

The Documents module has three tabs and one header button:

Tab	Description
Documents Templates	View, search, and manage all document templates. Templates are grouped by Related Module.
Document Template Tutorial	Interactive guide for learning Carbone syntax, with live placeholder lookup.
Logs	Centralized history of all generated documents with search and export.

Header Button:

Templates can be created for the following 6 modules:

Consistency — Maintain brand standards across all outputs.
Efficiency — Generate complex reports or proposals in seconds.
Accuracy — Eliminate manual entry errors by pulling data directly from Compass.
Professionalism — Produce perfectly formatted PDF, DOCX, or XLSX documents.

Design — Create a Word or ODT document with Carbone tags (e.g., {d.name}).
Upload — Go to Documents and click Create Document Template.
Configure — Set the related module, category, output format, roles, and visibility rules.
Generate — Open a record in the related module and click the download button.
Download — Compass merges your data with the template and provides the finished file.