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Document Templates

Krishna_Eyyuni1
Champ in-the-making
Champ in-the-making

Does API of Ep3 or EP5 has the ability to generate documents using the document composition if we send the xml files as input. I know it doesn't show up on the REST API SDK, but wanted to check if anyone is generating this and if so can advise how you have been implementing these?

 

Currently we have a external source code where we are using the hyland dll to generate template using the doccomp module and saving to onbase. Please advise.

6 REPLIES 6

Tim_Richard2
Champ on-the-rise
Champ on-the-rise

Krishna,

We have a customer that initially used the Unity Integration API to compose documents.  They were generating very many documents in a bulk composition process.  We found that the latency and overhead was so bad that it would cause the process to timeout (outside of OnBase).  Ultimately, we reworked the process to load the xml files into OnBase via API and use workflow to compose the documents from the xml.  I wouldn't advocate using the API to compose documents unless it was on an ad hoc basis.

How do we compose a document from the xml? Just send the xml to a doc type of having .xml format and use the action compose document on a workflow? Or the xml tags are read through a unity script? can you help how that was achieved?

Tim_Richard2
Champ on-the-rise
Champ on-the-rise

Within the workflow, we used a unity script to access the XML from the disk group and then invoke doc comp.  Because it's running locally, it's much faster.  It's also disconnected from the process that initiates the composition, which fixed the timeout. 

 

The initiating process just stores the XML document in OnBase, which is provides a return of success quickly.  The docs are inserted into workflow by default.  A workflow timer processes them and composes the desired documents via script.  The composed docs can then go through a workflow to inform the initiating system that they were created by making a web call, if desired.  The XML docs can be retained or purged.

why we are looking for other options of creating is that the table place holders in the template on EP3 are having issues with alignments when saving the document template as PDF. Am not sure if that is with the doccomp composing it itself or it is failing when converting to a PDF. Any help with the table place holders?

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