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Omnidocs Create
GuidesAPI ReferenceRelease notes
v1.0

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v1.0GuidesAPI ReferenceRelease notes

🚀 Welcome

  • Introduction to Create
  • Prerequisites
  • Get started
  • How to set up SSO for Create for Microsoft Entra ID users
  • How to add custom claims
  • Migration to Create
    • EN
      • Migrating from DynamicTemplate to Create
    • DK
      • Migrering fra DynamicTemplate til Create

💡 Key Concepts

  • Organizations, Units and Roles
  • Content sources
  • Recipes
  • Virtual recipes
  • Document generation flows
  • Captures

💡 Dynamic template key concepts

  • Organizations, Units and Roles
  • Content sources
  • Dynamic Templates
  • Themes

📋 Tutorials

  • For document creators
    • Create your first document from a recipe
    • Using captures to prefill forms
  • For template builders
    • Essentials
      • Build your first recipe in Create

📝 How-to guides

  • For document creators
    • How to use captures
  • For template builders
    • Essentials
      • How to use data sources
    • Advanced
      • How to sideload the Omnidocs Create Office Add-in
      • How to create an integration
      • How to set a dynamic file name
      • How to use custom functions
  • For developers
    • How to generate documents with dynamic templates through the API

📚 Reference for template builders

  • Overview
  • Forms
    • Form fields and components
    • Captures
    • Prefilling forms
    • Virtual recipes
    • User identity form
  • Text elements
  • Email elements
  • Content sources
  • Data sources
  • Unit settings
  • Backups
  • Integrations
    • Document generation flows in Create
    • Generic server delivery integration
    • Custom configuration operation
    • Acadre
    • SharePoint data sources
  • Recipe Settings
    • General
    • Dynamic filename
  • Bindings
    • Word
      • --- Essentials ---
      • Field
      • Dynamic element
      • Visibility
      • Format
      • Link
      • Image
      • Lock
      • Repeat
      • List
      • --- Advanced ---
      • Date and time
      • Table
      • Repeat table cells
      • Dynamic table
      • Table format
      • Chart
      • Extended chart
      • Rich html text
      • Bookmark
      • Reference
      • Page Layout
    • PowerPoint & Excel
    • General
      • Chart data structure
      • HTML text formatting
  • Data transformations [Advanced]
    • Overview
    • Data types
    • Logical operators
    • Expressions
    • Truthy and falsy values
    • Numerical functions
      • abs
      • add
      • avg
      • calculate
      • ceil
      • divide
      • floor
      • max
      • max_by
      • min
      • min_by
      • multiply
      • subtract
      • sum
    • Array functions
      • append
      • contains
      • distinct
      • distinct_by
      • group_adjacent
      • items_to_object
      • length
      • list_join
      • list_range_fill
      • map
      • parent_child_index
      • reverse
      • sort
      • sort_by
      • split
      • split_array
      • take_or_default
      • to_array
      • to_dictionary
    • General functions
      • cached_service
      • datasource
      • datasource_many
      • format
      • has_value
      • if
      • not_null
      • parent
      • parse_json
      • safe_mode
      • safe_not_null
      • service
      • to_string
      • type
      • template
    • String functions
      • decode_html
      • decode_url
      • ends_with
      • join
      • join_hide
      • replace
      • split_on
      • starts_with
      • string_interpolate
      • substring
      • to_large_decimal
      • to_lower
      • to_number
      • to_sentencecase
      • to_titlecase
      • to_upper
      • trim
      • trim_end
      • trim_start
    • Object functions
      • get_property
      • items
      • keys
      • merge
      • numbered_props_to_array
      • remove_property
      • replace_properties
      • values
    • Datetime functions
      • add_time
      • current_time
      • format_datetime_to_timezone
      • timespan
      • to_datetime
  • Custom functions

📚Reference for dynamic template builders

  • Themes
  • Rich-text editor
  • Template settings
  • Information Tree
  • Preview
  • Nodes
    • Section
    • Text
    • Number
    • Date
    • Group
    • Element
    • Repeat
    • Select
    • Table

📚 Reference for operators

  • Overview
  • Organization management
    • Authentication and OIDC
  • Shared units
  • Access and permissions
    • Operator permissions
    • Assigning operators
  • Branding

🔌INTEGRATIONS

  • Core integration flows
    • AppFlow - Document generation
    • EditFlow - Document editing

🏭 Infrastructure

  • How to deploy the Omnidocs Create add-in
  • Self-hosting Omnidocs Platform (Generic)

❓Help & FAQ

  • Authentication in Omnidocs Create
  • For document creators
  • For template builders
  • Contact support
  • Privacy policy
  • Release notes - New experience
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How to sideload the Omnidocs Create Office Add-in

How to sideload the add-in

In order to sideload the Omnidocs Create add-in inside your Office, you can follow this article from Microsoft:

https://learn.microsoft.com/en-us/office/dev/add-ins/outlook/sideload-outlook-add-ins-for-testing?tabs=xmlmanifest

Note: Sideloading is recommended for testing purposes only.