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Guides API Reference Release notes

v1.0

Guides

v1.0Guides API Reference Release 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

📚 Reference for template builders

Overview
Forms
Text elements
Email elements
Content sources
Data sources
Unit settings
Backups
Integrations
Recipe Settings
- General
- Dynamic filename
Bindings
Data transformations [Advanced]
Custom functions

📚Reference for dynamic template builders

Themes
Rich-text editor
Template settings
Information Tree
Preview
Nodes

📚 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

For document creators
For template builders
Contact support
Privacy policy
Release notes - New experience

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Themes

Remember entry binding

Updated about 1 month ago

Custom functions

Rich-text editor