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Home > Documents overview > Documents documentation

BriteDocs documentation

Documents overview
Classic deliverables
BriteDocs documentation

Document generation

BriteDocs overview
  • BriteDocs core concepts
Settings
  • BriteDocs settings overview
  • Enable document generation functionality
  • Map datapoints from a BriteCore database to corresponding documents and forms
  • Associate deliverables to BriteCore
Templates
  • Create a new template
  • Edit and preview a template
  • Templates and reusable components overview 
  • Access and add reusable components
  • Rename a template
  • Delete a template
Assets
  • Create a new asset
  • Include an asset in a template
  • Rename an asset
  • Delete an asset
Folders
  • BriteDocs folders overview
  • Add a folder
  • Add a template to a folder 
  • Upload an asset to a folder
  • Rename a folder
  • Delete a folder
Versions
  • BriteDocs versions overview
  • System-generated versions
  • Publish template versions
Forms
  • Create a new form
  • Delete a form

Accessing documents

Accessing documents in BriteDocs
  • Preview a document
Generate documents in BriteCore
  • Document attachments in BriteCore 
  • Sample stock deliverables
Triggers
  • Document generation triggers 

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