DocuMotor

Generate documents, presentations, and spreadsheets based on data. DocuMotor is a modern document generation platform that allows you to use transformation steps and templates designed in Microsoft 365, to create documents based on any data.

This connector is available in the following products and regions:

Automate any data into any type of document, presentation, spreadsheet, or Accessible PDF. DocuMotor enables document automation with all the flexibilities known from templates in Microsoft 365 such as Word, PowerPoint, and Excel, combined with capabilities like repeated sections, dynamic charts and tables, images, fields, and much more. The result can be either perfectly tailored documents or accessible PDF/UA documents.

Prerequisites

You will need the following to proceed:

• A Microsoft Power Apps or Power Automate plan with custom connector feature
• A DocuMotor tenant
• A DocuMotor template

Please reach out to Omnidocs at [email protected] to procure a DocuMotor tenant for testing.

How to get credentials

DocuMotor requires the Unit ID and an API Secret to connect securely to your repository.

Acquiring the Unit ID

Once logged in to your tenant in DocuMotor, navigate to the Unit and access the "Management" page from the menu, from here navigate to "Details". Your Unit ID will be listed and can be copied using the "Copy"-button.

Acquiring the API Secret

Access the "Management" page from the menu, from here navigate to "API Secrets". Either copy an existing API secret from the list, or create a new secret by entering a name and clicking the "New Secret"-button.

Get started with your connector

DocuMotor offers comprehensive templating based on Microsoft 365 templates, combined with flexible template-level data transformation, to allow any data to automate any document, presentation, or spreadsheet, without constraints.

Whether you are part of:

• Sales team, that often must prepare transactional documents like proposals and invoices, negotiate on contract terms, and participate in contract management. Automatically generate documents directly from your CRM such as Microsoft Dynamics or Salesforce.

• Recruitment and professional services, where CVs and references are key to being able to operate.

• Manufacturing company, blessed with many SKUs also have the curse of high complexity in creating an overview of what they are selling.

• Healthcare organization, looking to implement document automation to generate, manage and transform contracts, insurance policies, invitations, and claims.

First step when automating with DocuMotor is a great template and its corresponding Template ID.

To configure a template, please see the DocuMotor documentation.

Acquiring the Template ID

Access the list of templates ("Templates") from the menu and navigate to the template you wish to generate from the file list. Once you have navigated to the template open the template editor by clicking on the name of the template. In the Template editor click the "Snippets"-button in the top bar. Select the Template ID, which is the ID inside the API url shown: https://documotor.com/api/template/{TemplateID}/generate.

Acquiring the Stage ID

This step is only needed if you are using a versioned Template. Access the "Management" page from the menu, from here navigate to "Stages". Either copy an existing Stage ID from the list, or create a new stage by entering a name and clicking the "New Stage"-button.

Known issues and limitations

Currently not supporting self-hosted DocuMotor instances.

Common errors and remedies

FAQ

How do I troubleshoot data insertion from the connector to the DocuMotor template?

You can enable sample data recording in DocuMotor. This will allow you to see the last result inside the editor. Typically small variations in data naming are the root cause in the early stages of configuration.

Creating a connection

The connector supports the following authentication types:

Default

Applicable: All regions

Parameters for creating connection.

This is not shareable connection. If the power app is shared with another user, another user will be prompted to create new connection explicitly.

Throttling Limits

Actions

Generate a document

Definitions

binary