Create Application

Applications in Docstron help you organize and manage your PDF generation workflow. Each application acts as a separate workspace where you can create templates, generate documents, and track usage.

Why Use Applications?

Applications provide several benefits:

• 🗂️ Organization - Separate projects, clients, or environments
• 🔐 Isolation - Keep templates and documents organized per application
• 📊 Usage Tracking - Monitor API usage and document generation per application
• 🎯 Easy Management - Quickly switch between different projects
• 🏢 Multi-tenant Support - Perfect for agencies managing multiple clients

Common Use Cases

• Separate by Project - Different application for each product or service
• Environment Separation - Development, staging, and production applications
• Client Management - One application per client for agencies
• Department Separation - Different applications for sales, HR, accounting, etc.

Creating Your First Application

Follow these simple steps to create an application via the dashboard:

Step 1: Access Applications Dashboard

1. Log in to your Docstron Dashboard
2. Navigate to the Applications section from the sidebar

Step 2: Click Create Application

Once you’re on the Applications page:

1. Look for the “Create Application” button (usually at the top-right)
2. Click on it to open the application creation form

Step 3: Fill in Application Details

You’ll see a form with the following fields:

Application Name (Required)

Enter a descriptive name for your application. This helps you identify the purpose of the application.

Examples:

• Invoice Generator
• E-commerce Reports
• Customer Certificates
• Production Environment
• Client ABC - Invoicing

Tips for naming:

• Use clear, descriptive names
• Include the project or client name
• Mention the environment if applicable (dev, staging, prod)
• Keep it concise but meaningful

Description (Optional)

Add a brief description to provide more context about the application’s purpose.

Examples:

• "Generates invoices for our e-commerce platform"
• "Monthly sales reports and analytics documents"
• "Production environment for client invoicing system"
• "Development testing for new template features"

Status (Required)

Select the status for your application:

• Active - The application is enabled and can be used for template creation and document generation
• Inactive - The application is disabled and cannot generate documents (useful for temporarily disabling an application)

When to use each status:

• Choose Active for applications you’re currently using
• Choose Inactive for applications you want to pause or disable temporarily without deleting them

💡 Tip: You can change the application status later from the application settings if needed.

Step 4: Create the Application

1. Review your application name and description
2. Click the “Create Application” button
3. Your application will be created instantly!

Step 5: Application Created Successfully

After creation, you’ll:

• See your new application in the applications list
• Get a unique Application ID (e.g., app_abc123xyz)
• Be able to start creating templates within this application

Best Practices

✅ Do’s

• Create separate applications for different projects or environments
• Use descriptive names that clearly indicate the application’s purpose
• Add descriptions to provide context for team members
• Organize by client if you’re managing multiple clients
• Keep production separate from development/testing applications

❌ Don’ts

• Don’t create too many unnecessary applications - keep it organized
• Don’t use vague names like “App1” or “Test” for production applications
• Don’t mix unrelated projects in the same application
• Don’t forget to document the purpose of each application

Application ID

Each application receives a unique identifier called an Application ID when created. This ID is used when making API calls to specify which application you’re working with.

Format: app_xxxxxxxxxxxxxxxx

Example: app_abc123xyz456def

You’ll need this ID when:

• Creating templates via API
• Generating templates for specific applications
• Retrieving application details via API

💡 Tip: You can find your Application ID in the application details page or in the API response when retrieving applications.

Need Help?

If you have questions about applications or need assistance:

• 📧 Email: support@docstron.com
• 💬 Live Chat: Available in your dashboard
• 📚 Documentation: You’re reading it!