Create a Cloud Account
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Exploring the Cloud Console
This video gives an introduction to using the Docmosis Cloud Console for the first time.
Cloud Console Features
Once a trial account has been created, log in to the Cloud Console here.
The Cloud is an API-first service, for generating documents, from any web connected application.
The Cloud Console is a convenient web portal, where users can: upload and manage templates, upload and manage images, experiment with generating documents, view usage details, and invite other users to the account.
Sample Templates
Begin by looking at the Templates page. Every Cloud account comes preloaded with sample templates.
Download letterTemplate.docx and have a closer look.
In the template you will see that Docmosis fields are created just by typing, using use less-than less-than(<<), greater-than greater-than (>>), and the name of the data item in the middle.
Generating a Document in the Console
From the Render page, with the letter template selected, use the JSON or XML buttons to query the template, find the fields, and generate some matching sample data.
Docmosis will find the person object, and create sample values for firstName and lastName.
On the right hand side, the PDF output format is selected. Clicking the Render button sends the data to the service.
The data is merged with the template to generate a document. The generated document is returned to the browser, and in the document, the fields are replaced with the data.
The render page is useful for iterative template development.
Make some simple changes to the template by applying formatting to the fields. Save the template, upload the changed file, then regenerate the PDF. Those changes will flow through to the generated document.
Processing Location
Let’s look at another important Docmosis Cloud concept, Processing Location. The top right corner of the Cloud Console displays the Location being used for the current session..
To start with, this will display the Default Processing Location, that was selected when the account was created. Selecting another Location from the dropdown shows the templates stored in that Location. There should currently be no templates in the other Locations.
The Location in the top right controls which templates are shown, and when using the Render service, where the processing will occur. Now that some key features of the Cloud Console have been reviewed, it’s important to understand that the Cloud service is primarily used via the API.
API & AccessKeys
When calling the API, firstly be sure that URLs for the correct Location are being used. Use the base URL that matches the Location where templates are stored and where processing will occur. Secondly, an API Access Key is required and can be found on the API page.
Next Steps
- Create a template: Create a template that matches your document from scratch, following the Template Tutorials.
- Generate a document via API : You can download sample templates and matching data files from the Example Templates or use a template you have created to generate a document via API
Please reach out to our Support Team with any questions.
