Complete Feature List
AutoDoc Complete Feature List
This list describes features implemented in the current product. It separates available capabilities from product boundaries so commercial discussions remain accurate.
Template And Document Management
| Feature | Details |
|---|---|
| DOCX-only templates | Upload .docx templates from the computer. The server rejects other formats and empty files. |
| Template Library | Save frequently used templates with a name and optional description. Download or remove library sources later. |
| Independent working copies | Create a document from a saved template without changing the library original. |
| Automatic placeholder detection | Detects <fieldname> and {fieldname} tags in paragraphs and table cells. |
| Page count capture | Records a rendered page count at upload when LibreOffice is available. |
| Document metadata | Capture a document name, description, creation date, and optional reminder or renewal date. |
| Duplicate documents | Copy an available document source, metadata, detected fields, and entered values into a new record. |
| Archive source files | Remove the stored source file while retaining the document record and values for reference. Archived documents cannot be regenerated or duplicated. |
| Permanent deletion | Delete a document record and its stored source file, or delete a saved template and its source file. |
| Renewal report | Shows overdue and upcoming member-owned reminders over a chosen time window. |
Value Capture And Validation
| Feature | Details |
|---|---|
| Paste all at once | Accepts one fieldname: value pair per line. |
| Excel-style paste | Accepts a tab-separated field and value on each line, useful for two-column spreadsheet data. |
| Individual field editor | Presents every detected field with its own value box. |
| Normalised field names | Members enter bare field names, without brackets; case and supported bracket styles are normalised. |
| Field order | View placeholders in document order or alphabetical order. |
| Fill helpers | Insert a blank space, blank line, N/A, or an underlined blank for an individual field. |
| Check Match | Stores submitted values and identifies missing fields or invalid fill codes before export. |
| Computed aliases | Supports configured template-specific derived values, including address copying and Indian number-to-words conversion. |
Generation And Review
| Feature | Details |
|---|---|
| DOCX download | Downloads a merged Word document after all required fields pass validation. |
| Browser PDF preview | Renders a merged PDF preview in a new browser tab when LibreOffice is configured. |
| Keep original mode | Attempts to preserve the uploaded template's page count with a uniform document-wide reduction of explicitly sized text. |
| Just replace mode | Performs a direct, faster substitution without page-count fitting. |
| Fit warnings | Alerts the member when content cannot be reduced enough to reach the original page count. |
| Formatting preservation | Uses run-level replacement where possible so surrounding bold, italic, and size formatting is retained. |
Excel Mail Merge
| Feature | Details |
|---|---|
| XLSX upload | Imports an .xlsx workbook with one data row for each output document. |
| Header mapping | Matches spreadsheet headers to the template's placeholders after normalisation. |
| Mapping visibility | Shows matched columns and unused spreadsheet columns. |
| Row validation | Identifies rows with missing values before output begins. |
| Row correction | Select a row and correct values through the existing paste or individual-field editors. |
| Batch PDF generation | Generates a PDF for every valid row and reports progress in the interface. |
| Per-file download | Offers an individually named PDF for each completed row. Files are removed from temporary batch storage after download. |
| Usage control | Enforces the assigned package's mail-merge document allowance. |
Member, Administration, And Commercial Controls
| Feature | Details |
|---|---|
| Self-registration | Visitors can create a standard user account. |
| First-admin bootstrap | A one-time endpoint can create the initial administrator when no users exist. |
| Roles | Supports admin, manager, and user roles. |
| Member management | Administrators can create, edit, search, sort, paginate, activate, deactivate, change roles, and delete member accounts. |
| Self-protection guards | Administrators cannot remove their own admin role, deactivate themselves, or delete themselves. |
| Private records | Documents, values, templates, downloads, batches, and reminders are scoped to the owning member. |
| Upload policy | Administrators set a global upload limit from 1 to 100 MB. The default is 5 MB. |
| Usage packages | The included packages enforce saved-template, document-record, mail-merge, and storage limits. |
| Usage dashboard | Members can see their assigned package and current template, document, and mail-merge usage. |
| Preferences | Members can choose DD-MM-YYYY, MM-DD-YYYY, or YYYY-MM-DD date display and 12- or 24-hour time display. |
Package Limits
| Package | Period | Templates | Documents | Mail merge | Storage |
|---|---|---|---|---|---|
| Occasional | Yearly | 3 | 100 | 100 | 1 GB |
| Regular | Monthly | 10 | 300 | 300 | 2 GB |
| Professional | Monthly | 50 | 1,000 | 1,000 | 10 GB |
| Enterprise | Monthly | 200 | 2,000 | 2,000 | 50 GB |
Product Boundaries
- The product is designed for DOCX templates and XLSX batch data; it does not provide PDF-template editing.
- Preview, rendered page counts, page-fit checks, and mail-merge PDF creation depend on server-side LibreOffice configuration.
- A placeholder split across multiple Word formatting runs may be replaced through a paragraph-level fallback that does not retain all run-level formatting in that paragraph.
- Page fitting is intentionally a single batch check with a limited number of render checks, not a per-field pagination pass. It may return a warning if the 8pt minimum is reached before the original page count can be restored.
- The application supports package limits but does not process payments or implement a subscription billing gateway.