Quick Start

This guide walks you through creating your first document template and generating a PDF in Doxtly.

1. Create an Account

1. Go to app.doxtly.com/register
2. Fill in your email and password
3. Verify your email address
4. Set up your organization name and subdomain

Your organization will be available at yourcompany.doxtly.com.

2. Create a Document Template

1. Navigate to Documents → Templates in the sidebar
2. Click Create Template
3. Enter a name for your template (e.g., “Invoice Template”)
4. Choose the template type:
   • Word (DOCX) — Upload a .docx file with Twig placeholders
   • SVG — Upload an SVG file with Twig expressions (Starter+ plans)
5. Upload your template file

Using Twig Placeholders

In your Word template, use double curly braces for variables:

Dear {{ client_name }},

This invoice is for {{ service_description }}.
Total amount: {{ amount }} {{ currency }}.

Date: {{ date | date('Y-m-d') }}

3. Generate a Document

1. Go to Documents → Generate
2. Select your template
3. Fill in the variables or provide JSON data
4. Click Generate PDF
5. Download your generated document

4. Create a Form (Optional)

1. Navigate to Forms in the sidebar
2. Click Create Form
3. Use the drag & drop editor to add fields
4. Configure form settings (public access, notifications)
5. Share the form link with your users

5. Set Up a Workflow (Optional)

1. Navigate to Automations → Workflows
2. Click Create Workflow
3. Add a trigger (e.g., form submission)
4. Add actions (e.g., generate document, send email)
5. Connect the nodes and activate the workflow

What’s Next?

• Document Management — Advanced template features
• Workflow Automation — Build complex automations
• API Authentication — Integrate via API