Document

Document Creation

Generate professional documents using templates, variants, and workflows

Document Creation

Create professional, data-driven documents efficiently using Wraft's streamlined process. Generate contracts, agreements, reports, and other business documents with consistent formatting and automated field population.

Document creation combines your configured Templates, Variants, Layouts, and Flows to produce professional outputs with minimal manual effort.


Getting Started

1. Initiate Document Creation

Create Document

Click the Plus button in the top-right corner of the sidebar to begin.

2. Select Your Template

Select Template

Choose from your available templates. Each template is linked to a Variant that defines the required fields for completion.


Field Completion Process

Input Required Data

Field Form

Complete the form with values for each dynamic field defined by your template's Variant:

Field Values

Common field types include:

  • Text fields: Names, addresses, descriptions
  • Dates: Contract dates, deadlines, milestones
  • Numbers: Amounts, quantities, percentages
  • Selections: Dropdowns with predefined options

Validation and Accuracy

  • All required fields must be completed before proceeding
  • Use provided formats and constraints to ensure data consistency
  • Review entries for accuracy before advancing to the next step

Verify all field values carefully—corrections after PDF generation require recreating the document.


Document Review and Editing

Editor Interface

Document Editor

The editor displays your template with populated field values. Use this stage to:

  • Verify field substitution: Confirm all placeholders are correctly replaced
  • Review content flow: Ensure logical structure and readability
  • Make final adjustments: Edit any content that requires modification
  • Check formatting: Confirm proper alignment and presentation

Save Your Work

Click Save to preserve your document draft before generation.


PDF Generation

Generate Final Document

Generate Document

Click Generate to compile your final document using:

  • Selected Layout for structure and styling
  • Chosen Theme for fonts and formatting
  • Your completed content and field values

Final Output

Final PDF

Receive a professionally formatted PDF ready for distribution, signatures, or archiving.


Document Management

Output Options

Your generated documents can be:

  • Downloaded for local storage
  • Shared with stakeholders or clients
  • Routed through approval workflows (when Flows are configured)
  • Integrated with external systems via APIs
  • Archived for compliance and record-keeping

Activity Tracking

Document Log

Monitor document progress through the Activity Log, which tracks:

  • User actions and timestamps
  • Workflow status updates
  • Pending approvals or reviews
  • Complete audit trail

Lifecycle Management

Documents progress through defined states:

  • DraftReviewApprovalFinalArchived

Troubleshooting

IssueCauseSolution
Missing field valuesIncomplete variant configurationVerify all required fields are defined in template variants
Formatting errorsTemplate/layout incompatibilityCheck template structure and layout compatibility
Generation failuresSystem configuration issuesReview error logs and contact support if needed
Performance issuesComplex templates or large media filesOptimize template complexity and compress images