Delete document
WriteDelete a generated document for good.
Permissions and limits
Account permissions
- A DocuGenerate API key
A repeated request may repeat the external action. Review the previous result before retrying a write.
Data & Docs · CONNECTIONDocuGenerate + NodeHub
Generate Word and PDF documents from DocuGenerate templates and JSON data, and manage templates and generated documents.
Explore 8 workflow actions for DocuGenerate, including account permissions and operation limits.
4 read actions4 write actions
WORKFLOW ACTIONS
What you can configure.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Delete template
WriteDelete a template for good.
Permissions and limits
Account permissions
- A DocuGenerate API key
A repeated request may repeat the external action. Review the previous result before retrying a write.
Generate document
WriteFill a template's tags with JSON data and generate a document (Word, PDF, PDF/A, HTML, text or PNG).
Permissions and limits
Account permissions
- A DocuGenerate API key
A repeated request may repeat the external action. Review the previous result before retrying a write.
Get document
ReadGet a generated document's name, file name, format and template.
Permissions and limits
Account permissions
- A DocuGenerate API key
Get template
ReadGet a template: its name, pages, tags, folder and region.
Permissions and limits
Account permissions
- A DocuGenerate API key
List documents
ReadList the documents generated from a template.
Permissions and limits
Account permissions
- A DocuGenerate API key
List templates
ReadList the account's templates with their tags.
Permissions and limits
Account permissions
- A DocuGenerate API key
Rename document
WriteChange a generated document's name.
Permissions and limits
Account permissions
- A DocuGenerate API key
A repeated request may repeat the external action. Review the previous result before retrying a write.
SETUP
Start with a controlled test.
01Connect the intended account
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
02Review inputs and access
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
03Confirm the result
Inspect step outputs and confirm the result in DocuGenerate. A saved workflow is not a completed provider action.
EXPLORE YOUR STACK
