DocCoreX

Getting Started

This guide will help you take your first steps on the DocCoreX platform.

1. Accessing the Platform

To begin, log in through the DocCoreX sign-in screen:

Sign-in Screen

From there, you can navigate to the two main tools:

  • DocCoreX Studio: To create and edit templates visually.
  • DocCoreX Vault: To securely manage your finished documents.

2. Basic Concepts

  • Template: The visual definition of your document. It contains the layout and placeholders for data ({{variables}}).
  • Visual Designer: A No-Code tool for dragging and dropping components.
  • Rendering: The process of combining your data with the template to generate the final PDF.

3. Your First Template

  1. Enter DocCoreX Studio.
  2. Click “Add Template” to start a blank canvas or edit an existing one.
  3. Use the Left Panel to drag and drop new components (Text, Images, Tables).
  4. Select a component to adjust its Properties (colors, fonts, borders) in the right panel.
  5. Press Preview PDF to see the actual result.

Visual Designer View

[!IMPORTANT] Remember to press “Save” to sync your changes with the server. The system also features automatic temporary saving.