Epistola Suite
Suite Documentation
Reference guides for every part of the Epistola document generation platform.
Concepts
Templates
How to create and manage the document templates your organization generates.
Core Concepts
Expected Data
Define which information a template needs and keep useful examples for preview and testing.
Core Concepts
Variants
Presentation variations of a template with attribute-based resolution, scoring, and default fallback.
Core Concepts
Versions
Numbered version lifecycle per variant: Draft, Published, and Archived states with immutability guarantees.
Core Concepts
Version Comparison
Side-by-side PDF preview comparing two versions of a variant with data example selection.
Core Concepts
Environments
Tenant-scoped deployment targets for version activation and the deployment matrix.
Core Concepts
Deployment Matrix
Visual matrix of active versions per variant per environment with inline version selection and auto-deploy.
Core Concepts
Themes
Reusable style definitions with document styles, page settings, block style presets, and a multi-level style cascade.
Core Concepts
Stencils
Versioned reusable template parts that authors insert as editable copies.
Core Concepts
Multi-tenancy
Tenant-scoped resources with slug identifiers, data isolation, tenant switcher, and per-tenant dashboards.
Platform
Catalogs
Use catalogs to share templates and reusable content between tenants or projects.
Platform
How-to Guides
Editor Overview
Use the visual editor to build, preview, and refine a document template.
Editor
Block Types
Content, layout, logic, and page blocks: text, tables, images, containers, conditionals, loops, and more.
Editor
Fields and Conditions
Use fields and simple rules to make templates respond to case information.
Editor
Rich Text
Format text, add lists and links, and place dynamic fields inside sentences.
Editor
Generate Documents
Generate a preview while editing or a production PDF from an approved template.
Generation & Output
PDF Output
Choose PDF settings and check that generated documents are ready for use or archiving.
Generation & Output
Attributes
Tenant-scoped attribute registry with keys, display names, allowed values, and variant classification.
Platform
Code Lists
Reusable option lists for attributes and controlled values in templates.
Platform
Import & Export
Move templates or shared content between tenants and environments.
Platform
Assets
Tenant-scoped image upload with drag-and-drop, format restrictions, asset grid, and editor integration.
Platform
Fonts
Choose and manage the fonts used by generated documents.
Platform
Connected Systems
Use connected systems to generate documents from approved templates.
Platform
Access & Permissions
Give users and integrations only the access they need.
Platform
Technical Reference
Generation API Reference
Technical notes for connecting external systems to Epistola document generation.
Platform
Data Contract Reference
Technical guidance for expected document data, validation, and example payloads.
Core Concepts
Catalog Reference
Technical notes for exchanging template catalogs between Suite installations.
Platform
Rendering Reference
Technical notes for PDF rendering, archival output, and output validation.
Generation & Output
Troubleshooting
Quality Checks
Alpha checks that compare template examples with contract and accessibility expectations before publication.
Editor
Jobs
Job lifecycle from PENDING to COMPLETED, per-item batch tracking, filtering, and cancellation.
Generation & Output
Operations Overview
Generation history, logs, audit, support features, and current operational boundaries.
Platform