DocGen Documentation
Install DocGen, configure your tenant and create your first template. Use the reference guides for deployment, customisation and operating costs.
Start here
- Review the installation requirements and managed solution.
- Prepare your tenant, identity and Azure resources.
- Follow the deployment runbook and verify the environment.
- Create and test a document template.
Install
Import the managed solution at a client, wire the environment variables, and check it works.
Templates & usage
Authoring templates: manifests, FetchXML datasets, Handlebars, the Enricher, and the preview toolchain.
Tenant setup
Entra app registration, Azure infrastructure, Key Vault, the application user and the security role.
Plugin registration
Registering sss_GenerateDocument, its request and response parameters, and the configuration it reads.
Deployment runbook
The supported path to a new environment: what the solution carries, what is per-environment, and what must be right.
Cost & efficiency
Where the money goes at 50,000 invoices a month, and the levers that reduce it, ranked.
Rebranding
Renaming the project to another brand or publisher as one config-driven command.