Documents Add-on: Frequently asked questions

The Documents add-on creates professional documents (operations manuals, handover protocols, emergency plans) from CMDB data.

Basic concept

1. Create a document template with WYSIWYG editor, chapter structure, headers/footers
2. Insert placeholders that pull live data from the object at generation time
3. Generate a document for a specific object based on the template
4. Export as PDF or HTML

Object types in the document assistant

Problem: Certain object types cannot be selected when creating a document.

Solution: Only objects whose object type has the Documents category assigned can be selected. If this category is missing, the object does not appear in the selection dialog.

Check under Administration > Data Structure > Object Type Configuration whether the desired object type has the Documents category assigned.

Deleting document templates

Templates that are no longer needed can be deleted in the template management. Already generated documents are preserved.

Automation via CLI

sudo -u www-data php console.php documents \
    --user admin --password admin --tenantId 1 \
    --templateId 1 --objectId 100 --export pdf

Revisions

The add-on supports revisioning — a document can be updated without recreating it. All revisions remain traceable.

Detailed documentation: Documents add-on in the Knowledge Base