Introduction to Word/PDF Generator

The Aras Word/PDF Generator automates the creation of Microsoft Word and PDF documents based on user selections made through wizard pages. Documents are generated using pre-configured Word templates and do not require any plugins or Office connectors. Generation occurs server-side and can be triggered by user actions, lifecycle promotions, or scheduled jobs.

Templates are designed with content controls mapped to properties of ItemTypes and RelationshipTypes, allowing dynamic data population. Documents can also be assembled from existing files stored within Aras Innovator. Templates may include repeating content controls, which are linked to data sources derived from relationship collections or server method outputs.

Additional features include watermarking based on lifecycle states and rule-based template selection for document generation.

Document generation can be initiated by any user action or system event. The process utilizes the template associated with the relevant ItemType.