System β€” Document Templates

Structured document generation

Markdown-based templates with context-bound variables, organized in a folder tree by business module. Approval workflows, digital signatures, and full version history included.

Markdown engine Context variables Approval workflow Digital signature Version history

Template lifecycle

From template creation to signed document β€” each step is tracked, versioned, and audited.

1

Template authoring

Write templates in Markdown with {{variable}} placeholders. Variables are bound to the context entity (contract, order, invoice…).

2

Document generation

Select a template from the module folder, bind it to a record β€” variables are resolved automatically from the record's data.

3

Approval workflow

Generated document enters a configurable approval chain before publishing. Approvers can annotate or reject with comments.

4

Signature & archive

Digital signature applied to the approved document. Final version archived with hash for integrity verification.

Template Library
Template Editor

Variable engine & Markdown editor

Templates are written in Markdown and enriched with context-aware variables that resolve automatically from the bound business record β€” no copy-paste, no manual fill-in.

  • {{contract.number}}, {{client.name}}, {{order.total}} β€” bound to live record data
  • Conditional blocks: show/hide sections based on field values
  • Date formatting, number formatting, currency symbols
  • Live preview β€” see the rendered document as you type
  • Multi-language template variants per document type
  • Export to PDF, DOCX or share as a secure link

Folder tree by module

Templates are organized in a hierarchy matching your business modules. Each module folder contains templates relevant to its context.

Contracts

Sales agreements, service contracts, NDA templates, addendum forms, termination notices.

Finance

Invoice templates, payment requests, credit note forms, reconciliation statements, tax certificates.

Operations

Purchase orders, goods receipt confirmations, delivery notes, quality inspection forms.

Manufacturing

Work orders, BOM print sheets, production output records, quality certificates.

HR

Employment contracts, offer letters, termination forms, salary adjustment notices, payroll summaries.

Custom folders

Create your own folder structure for company-specific documents. Templates are role-gated for access control.

Versioning & integrity

Full version history

Every change to a template creates a new version. Previous versions remain accessible and can be restored. Diff view shows what changed between versions.

  • Immutable version snapshots
  • Diff view between versions
  • One-click rollback to any version

Digital signature

Approved documents are signed with a cryptographic hash. The signature timestamp and signer identity are immutably stored for verification.

  • Cryptographic hash on approval
  • Signer identity and timestamp stored
  • Integrity verification on demand