Use Cases

Generate PDFs via API

Create generated documents from structured records such as reports, invoices, certificates, and summaries.

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Generate PDFs via API workflow

Generate PDFs via API is set up for teams that need repeatable, template-driven output instead of one-off manual design work.

  • Connect API PDF workflows to uploaded assets, approved templates, and API-safe render jobs.
  • Keep all remote image dependencies blocked so production renders use controlled assets only.
  • Use idempotency keys when the same request can be retried by an automation tool.

What this page covers

Create generated documents from structured records such as reports, invoices, certificates, and summaries.

  • Use reusable templates for repeated documents.
  • Keep source data normalized before rendering.
  • Store completed PDFs with the source record.

Production checklist

Before using this workflow in a campaign, validate the template, expected dimensions, asset ownership, and output access path.

  • Render the same payload three times and compare output hashes for deterministic behavior.
  • Confirm local fonts are present in the approved whitelist before launch.
  • Monitor completed and failed jobs from the logs page during rollout.