Omnidocs Create’s core functionality revolves around recipes — configurations that define how a document is generated. A recipe connects your template, form, sample data, and transformation logic so that end-users can create dynamic, personalized documents with just a few clicks.

In other words, a recipe bridges the gap between document designers (who set up the structure and logic) and end-users (who generate the final documents).

Every recipe consists of four main building blocks:

Component	Description
Template	Defines the layout and design of the final document.
Form	Collects input from the user.
Sample data	Provides example data used for testing and previewing the recipe during configuration.
Data transformations	Adjust or calculate data before inserting it into the template.

These four components combined in a recipe can generate consistent and flexible documents, that are tailored to each use case.

The Template

The template contains layout elements (text, images, tables, and placeholders) where data will be inserted from the form or integrations.

Examples:

Inserting recipient or case information into specific sections
Displaying department-specific logos dynamically
Showing or hiding sections depending on user input

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Templates can be built in familiar formats such as Word, PowerPoint, Excel, or HTML

The Form

The form contains all of the necessary fields that the user can fill out in order to have the information dynamically inserted into the document, when it is generated.

It can dynamically grow as the user fills it out, in case some user choices introduce new form fields that the template uses.

The Sample Data

The sample data provides an example dataset used to test and preview a recipe during configuration. It represents the most recent data that was used to successfully generate a document from that recipe.

Sample data serves two main purposes:

Faster configuration and debugging Admins can instantly preview how the document will look with realistic data — without having to fill out the form every time.
Template testing and iterating When modifying data transformations or field mappings, sample data helps verify that the output remains correct before publishing.

Example: If your recipe generates project contracts, the sample data might include a sample client name, project start and end dates, and pricing information. When you open the template in configuration mode, those values are automatically injected, making it easy to confirm formatting, placeholders, and conditional content.

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The sample data updates automatically each time a document is successfully generated from that recipe.

The Data Transformations

The data transformations define how input data is processed before being inserted into the template.

They can handle tasks such as:

Formatting dates or numbers
Calculating totals, durations, or derived values
Applying conditional logic
Mapping or restructuring data from integrations

Data transformations are extremely flexible and powerful. For advanced use cases and syntax, see the Data transformations page.

Document Recipes & Text Element Recipes

Omnidocs Create supports two main types of recipes:

Type	Purpose
Document Recipe	Used to generate new documents from templates (e.g., contracts, reports, letters).
Text Element Recipe	Used to insert smaller, reusable text or content blocks into an existing document.

The distinction allows you to automate both complete document creation and partial content insertion within the same workflow.