End-user guide

How to use DocsNG day to day: manage data, generate documents from the GUI, and download or verify them. No technical knowledge required.

Signing in

Open your organisation's DocsNG address and sign in with the username and password your administrator gave you. You can change the interface language from the language selector at any time.

Working with data

Each data model you or your administrator defined appears in the navigation. DocsNG automatically generates screens to:

Create a new entry and fill in its fields.
Search and filter existing entries.
Edit or delete entries.

In the invoice example, you would enter Customer data, InvoiceItems data, and then an Invoice that selects a customer and its items. Field types (date, number, currency, boolean) are formatted automatically in your documents according to the selected language.

Entering data in advance is only needed for GUI generation. Through the API you can send data inline — see generating documents.

Generating a document from the GUI

Go to the Templates screen.
Choose the template you want to generate from.
Search and find the data you want to include.
Select the data entries.
If needed, change the Language (localisation) or the Output file format (PDF or DOCX), then press Generate.
The generated document opens in a new browser tab and is saved to the archive.

Additional settings at generation time

Setting	Effect
Language	Overrides the template's default localisation for DateTime, Number and Currency fields for this document only.
Output file format	PDF (default) or DOCX. Encryption and signature settings do not apply to DOCX output.
Advanced signature	Apply a cryptographic signature using a certificate in a password-protected PFX file (uploaded to your profile, or during generation). Enter the PFX password to sign.
Encryption	Secure the PDF with AES encryption and a password; recipients enter this password to open the document.

Application-wide options — PDF permissions, signature visibility and the timestamp server — are configured by an administrator (see Administration).

Downloading & verifying

Open a generated document from the archive to download it. Signed PDFs include a digital signature your PDF reader will display, with long-term validation so it stays verifiable over time. Anyone can confirm a signed PDF is genuine and unaltered using the verification tool (see Signing & verification).

Authoring templates

If you create templates, see the Template authoring guide — you design them in Microsoft Word.

Need help? Contact us or try the live demo.