- What is Creodocs?
- Report Issues & Feedback
- Change Account Information
- API Keys
- Deleting Your Account
- Billing Groups
- What Are Templates?
- Creating a Template
- Template Specifications
- Adding a Template
- Template Versions
- Ownership and Sharing
- Deleting a Template
- What Is Document Data?
- Manual Entry
- Terms and Conditions
What is Creodocs?
Creodocs is a web-based platform that allows you and your business to create documents from predefined templates. Templates define the structure and layout of the document and specify fields where information can be entered. Unlike most document creation tools, Creodocs does not allow modification of the document outside of these predefined fields, and even restricts the type and length of information that can be entered for each field. This leads to documents that are highly consistent and guaranteed to contain the right type of information at each place where information can be entered. Templates are provided by Creodocs for all users, but you may add your own private templates.
Creodocs enables business use in several ways. Billing groups allow everyone in your organisation to charge usage to a single account responsible for payments and tracking individual use and spending. Custom document templates allow your organisation to personalise documents with your brand and access to private templates can be controlled so only particular people in your organisation can make use of them.
Both business users and individuals can specify document information in one of three ways, each covering a different document creation use case. Information can be manually entered on the website, which is useful for individuals to interactively log in and populate documents. It can also be submitted by uploading a database where each row corresponds to a document. This allows the bulk creation of documents when a large number of the same document are needed as a batch. Finally, information can be submitted by issuing a request to the Creodocs API. This allows applications to create documents automatically without human intervention.
Report Issues & Submit Feedback
Creodocs is a new product created by a single developer. As such, there may be issues and questionable design decisions that a large team may more readily catch. Your help is greatly appreciated if something on Creodocs doesn't work, contains vulnerabilities or the user experience could be improved.
Simply enter the issue you encountered or your feedback in the form below. Be as descriptive as possible and include any error messages you saw.
Alternatively, submit your feedback to firstname.lastname@example.org.
Change Account Information
Changing Email Address
Your email address acts as the username for your Creodocs account. It's used for communicating important account information and confirming account-changing actions, so you should ensure it's always up to date. You can change the email address associated with your account on the Account Settings page. As a safety precaution, once you change your email address, you will be immediately logged out and will need to confirm your new email address before you can log in again.
Once your email is changed, other users will only see your new email address in billing groups and shared templates. Your previous address will no longer be visible.
If you accidentally change your email address to one not under your control, please contact support immediately so it can be changed back.
You can change your account password from the Account Settings page.
What Are API Keys?
An Application Programming Interface (API) is used to automatically interact with Creodocs without having to navigate through the website. APIs are primarily used by software developers to integrate a desired functionality from one service, such as creating receipt documents, into a different service or product, such as an online store.
Presently, Creodocs only allows the creation of single documents via its API. If you would like to make use of this functionality, you will need to create an API key. Your API key acts as a token to identify you and authorise your requests. When you request for a document to be created through the API, you must include your key to prove that you have access to the template.
Creating a Key
You can create an API key from the Create API Key Account Settings page. You will need to specify a name for your key, which could identify how the key will be used or who will use it. Every key must also have an expiry time, specified as a number of weeks. This is a security precaution as keys allow unlimited access to your private templates and credits if they are made public. Regularly rotating keys limits the potential for their abuse and an expiry time is a good way to force this to happen regularly. If you understand the risks and would prefer no expiry, you can enter a maximum term of 520 weeks, equivalent to 10 years.
Once you create a key, it will be displayed to you in plain text just once and you should immediately copy it to a secure location. Creodocs does not store keys in plain text so there is no way to retrieve a key that you have misplaced; you will need to generate a new one.
Viewing and Deleting Current Keys
The Active Keys Account Settings page shows you a table of your current active API keys, identified by their names. Along with the time each key was created and when it will expire, you can delete keys and this will immediately invalidate all API requests that attempt to use them. If you suspect any of your keys have been compromised by a third party, it is highly recommended to delete them and create new ones immediately.
You can find a list of expired keys on the Expired Keys Account Settings page. This can be used to identify when a key was created or expired, or past products/people that had access to the API through your account.
Deleting Your Account
There is currently no automated way to delete your account on Creodocs. If you simply stop using Creodocs, any documents you have produced will be automatically deleted in 1 month from creation and minimal personal information will be retained about you, as per the general privacy-by-default architecture of Creodocs. If you have a legal or policy requirement for your account to be completely erased from Creodocs, please contact support and this can be done manually.