Documentero Dashboard Overview

When you log into your Documentero account, the dashboard is designed to give you a clear overview of your templates and the tools you need to manage your document automation. While the exact layout might have minor updates, here’s generally what you can expect to see and do:

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Main Navigation

You’ll typically find a clear navigation menu, possibly on the side or top, that allows you to jump between different sections. Key areas usually include:

• Dashboard/Home: A quick summary or landing page.
• Templates: Where you manage all your document templates.
• Forms: Where you can create and customize web forms for data collection.
• Integrations: To connect Documentero with other applications.
• API: For programmatic document generation.
• Account/Settings: To manage your profile, subscription, and billing.

Templates Section

This is likely the most used part of the dashboard.

• Your Template List: You’ll see a list of all the document templates you’ve uploaded or created. Each template will probably have its name, the file type (.docx, .xlsx), and possibly creation/last updated dates.
• Add New Template: A prominent button or option to upload a new .docx or .xlsx file to create a new template.
• Template Actions: For each template listed, you’ll typically see options to:
  • View/Edit Variables: See all the dynamic fields you’ve set up in your template.
  • Create Document: Manually generate a document using a built-in form, which is useful for testing or one-off creations.
  • Create Shareable Form: Generate and customize the web form associated with that template. This is where you can define field types (text, date, selectbox), set conditional visibility for fields, and get the shareable link.
  • Bulk Generation: Access the feature to generate multiple documents from spreadsheet data.
  • API Integration Details: Get the specific API key and instructions for that template if you want to integrate it with your system via JSON.
  • Download/Manage Template: Options to download the original template or delete it.
• Sample Templates: Documentero also provides sample templates (like rental agreements or invoice templates) to help you get started quicker and understand how to structure your own.

Forms Management

This section is tightly linked to your templates.

• List of Forms: See all the web forms you’ve created.
• Form Designer: A visual interface where you can drag and drop elements, customize the look and feel of your forms (colors, dark mode, hide/show elements), and adjust field representations.
• Shareable Links: Easily copy and manage the public URLs for your forms.
• Embed Code: Get the code to embed forms directly into your website.

Integrations Area

This part of the dashboard is where you can connect Documentero with your broader automation ecosystem.

• Automation Platforms: You’ll likely see options to connect with Zapier, Make.com, Pabbly Connect, and possibly specific plugins for platforms like Webflow and Bubble.io.
• API Key Management: Manage your API keys for direct programmatic integrations.
• AI Integrations: Information on how to connect with services like OpenAI ChatGPT for data preparation.

Activity Log / History

Some dashboards might include an activity log or run history, showing you details of documents generated, successful integrations, and any potential issues. This can be helpful for tracking usage and troubleshooting. Documentero Customer Support Review

Overall, the Documentero dashboard focuses on providing a centralized place to manage your document automation assets. It prioritizes ease of use, allowing you to quickly upload templates, configure how data is collected, and generate documents, all without needing deep technical knowledge for the basic operations.

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