Document Generation
Document workflow
1. Select a document type, quote/audit source, and optional active template. 2. The server normalizes source records and stores an immutable `sourceSnapshot`. 3. The document engin
Use this when you need to follow the normal operating flow for Document Generation.
- Select a document type, quote/audit source, and optional active template.
- The server normalizes source records and stores an immutable
sourceSnapshot. - The document engine selects permitted fields and creates the immutable content payload.
- Initial generation creates document version 1 and an activity entry.
- Editable records may be renamed, annotated, or explicitly regenerated from current source data; every action creates a new version.
- Customer-facing output from an unapproved quote/audit is labelled
DRAFT / NOT CUSTOMER READYand cannot enter approval. - A manager submits customer-ready or internal output through the existing generic
ApprovalRequestmodel. approvals.manageusers approve, reject, or request changes. Rejected/changes-requested records return toCHANGES_REQUESTED.- Preview, browser print, and self-contained HTML download all use the stored content snapshot.
Developer Details
- Source
- apps/docs/content/documents/workflow.md
- Owner
- Module Owner
- Status
- Current
- Module
- Document Generation
- Related route
- /documents