Document Services

Document service integrations enable automated document generation, digital signing, and knowledge management capabilities across various platforms and formats in Axellero workflows.

Overview

Document services provide essential capabilities for creating, processing, and managing documents programmatically, from template-based generation to secure digital signatures and collaborative document platforms.

Quick Navigation

Available Services

Core Operations

Document Generation (Carbone)

• Template Management: Upload, download, and delete document templates
• Dynamic Generation: Create documents from templates with JSON data population
• Format Conversion: Support for PDF, DOCX, XLSX, PPTX, HTML, and other formats
• Localization: Multi-language support with timezone and currency conversion

Digital Signatures (Digital Sign)

• XML Signing: Apply cryptographic signatures to XML documents
• Signature Validation: Verify authenticity and integrity of signed documents
• Certificate Management: Integration with keystore-based authentication
• WSSE Security: Enhanced security with Web Services Security Extensions

Knowledge Management (Outline)

• Document Operations: Complete CRUD operations for documents and content
• Collection Management: Organize documents with hierarchical collections
• Collaboration Features: Comments, user management, and team coordination
• Export Capabilities: Multiple format export including PDF, HTML, and Markdown

Workflow Integration

All document services support dynamic content construction using workflow context:

{
  "templateId": "{{ctx.nodes.templateSelector.outputs.selectedTemplate}}",
  "data": {
    "document": {
      "title": "{{ctx.vars.reportType}} - {{ctx.user.department}}",
      "generatedAt": "{{ctx.vars.currentDateTime}}"
    },
    "content": "{{ctx.nodes.dataProcessor.outputs.formattedData}}"
  },
  "outputFormat": "{{ctx.vars.preferredFormat}}"
}

Use Cases

Automated Reporting

• Dynamic Reports: Generate reports from database queries and analytics data
• Scheduled Generation: Create periodic reports with current data and metrics
• Multi-format Output: Deliver reports in PDF, Excel, or HTML based on recipient preferences
• Template Reuse: Standardize report layouts across different departments

Document Workflow Automation

• Contract Generation: Create contracts with customer-specific terms and digital signatures
• Invoice Processing: Generate invoices with dynamic data and secure digital signatures
• Compliance Documentation: Produce regulatory documents with proper authentication
• Certificate Creation: Generate certificates and awards with personalized information

Knowledge Base Management

• Content Automation: Convert external content into organized knowledge base articles
• Documentation Workflows: Automate creation and updates of internal documentation
• Team Collaboration: Manage shared documents with comment systems and user coordination
• Search and Discovery: Build intelligent content discovery systems for organizational knowledge

Digital Authentication

• Legal Document Signing: Apply legally binding digital signatures to contracts and agreements
• API Message Security: Sign XML messages for secure web service communications
• Document Integrity: Ensure authenticity in compliance and audit workflows
• Regulatory Compliance: Meet digital signature requirements for industry standards

Authentication Methods

API Token (Carbone)

• Secure token-based access to Carbone.io services
• Scalable authentication for high-volume document generation
• Service integration with comprehensive API access

Certificate-based (Digital Sign)

• Keystore management with environment variable configuration
• Cryptographic security using industry-standard certificates
• WSSE enhanced security for critical document signing

API Key (Outline)

• Workspace-level authentication for team collaboration features
• Granular access control based on user permissions and roles
• Self-hosted support with custom API endpoint configuration

Getting Started

1. Choose Service: Select based on your document processing requirements - generation, signing, or management
2. Configure Authentication: Set up appropriate credentials for your chosen service
3. Define Operations: Specify document operations and data mapping for your workflow
4. Test Integration: Validate document processing and output before production deployment
5. Optimize Performance: Configure caching, templates, and batch processing as needed

Security Considerations

• Credential Management: Store API keys and certificates securely using environment variables
• Data Privacy: Ensure sensitive document content is handled according to privacy requirements
• Access Control: Implement appropriate permissions and audit logging for document operations
• Certificate Validation: Regularly update and validate digital certificates for signing operations