Document Management

Doxtly provides a powerful document management system that lets you create templates, fill them with dynamic data, and generate professional PDF documents.

Template Types

Word Templates (DOCX)

Upload .docx files with Twig placeholders. Doxtly processes the template, replaces variables with actual data, and generates a PDF.

Supported features:

• Text variables with {{ variable_name }}
• Conditional blocks with {% if condition %}...{% endif %}
• Loops with {% for item in items %}...{% endfor %}
• Twig filters like {{ name | upper }}, {{ date | date('d.m.Y') }}
• Tables with dynamic rows
• Images and formatting preservation

SVG Templates

Available on Starter and Pro plans. Upload SVG files with embedded Twig expressions for pixel-perfect document generation.

SVG templates are ideal for:

• Certificates and diplomas
• ID cards and badges
• Labels and stickers
• Precisely designed documents

Template Variables

When creating a template, you define variables that will be filled during generation:

{
  "client_name": "Acme Corp",
  "invoice_number": "INV-2026-001",
  "items": [
    { "name": "Consulting", "price": 1500 },
    { "name": "Development", "price": 3000 }
  ],
  "total": 4500,
  "currency": "USD"
}

Document Generation

Documents can be generated in several ways:

1. Manual — Through the web interface by filling in variables
2. API — Via the REST API endpoint
3. Workflow — Automatically triggered by a workflow action
4. Form submission — Generated when a form is submitted

Usage Limits

Document generation counts toward your plan’s monthly limit:

Plan	Monthly generations	Templates
Free	10	5
Starter	500	50
Pro	5,000	150

File Storage

Generated documents are stored in your organization’s disk space. You can download, preview, or delete them at any time.