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TemplateTo

Powerful Template Based Document Generation

Actions6

Overview

This node integrates with a template-based document generation service, enabling users to render documents from predefined templates. Specifically, the Pdf Renderer resource with the Render as PDF operation allows rendering a selected template into a PDF document.

Common scenarios for this node include:

  • Automatically generating PDF reports, invoices, or contracts based on dynamic data.
  • Creating standardized documents from templates stored in an external system.
  • Automating document workflows where PDFs are required outputs.

For example, a user can select a sales invoice template and generate a PDF invoice populated with customer and order details, ready for emailing or archiving.

Properties

Name Meaning
Template The specific template to be rendered as a PDF. Options are dynamically loaded from available templates.

Output

The node outputs JSON data representing the rendered PDF document. Depending on the exact operation variant used, the output may be:

  • A PDF file content (likely base64 encoded) representing the fully rendered document.
  • If the operation returns a byte array, it is the raw PDF binary data encoded suitably for further processing or saving.

The output JSON structure contains the rendered PDF data which can be used downstream for storage, sending via email, or other automation steps.

Dependencies

  • Requires an active connection to the external template-to-document generation API service.
  • Needs an API authentication token or key configured in the node credentials to authorize requests.
  • The node depends on the availability of templates pre-uploaded or created in the external service.

Troubleshooting

  • Common issues:

    • Invalid or missing template ID: Ensure the selected template exists and is accessible.
    • Authentication errors: Verify that the API key or token credential is correctly set up and has necessary permissions.
    • Network or API downtime: Check connectivity and service status of the external template rendering API.
  • Error messages:

    • "Template not found" — occurs if the specified template ID does not exist; resolve by selecting a valid template.
    • "Unauthorized" or "Authentication failed" — indicates credential problems; reconfigure API credentials.
    • "Failed to render PDF" — could indicate malformed template or server-side issues; verify template integrity and retry.

Links and References


Note: This summary is based solely on static analysis of the provided source code and property definitions without runtime execution.

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