HMClause Document Generator

HMClause Document Management is a custom built application used internally by HMClause to generate continually updated documents for their internal staff from client data stored in an Airtable database.

HMClause Document Generator

HMClause is a custom built application that creates pdf documents based off HTML templates.  The application was built so that the client could continue to use their AirTable database to update information in the documents.  One entire half of the application's code is dedicated to the pulling of updated data, and automated creation of new documents at the end of each day so that the employees have access to the most current PDFs when they start work in the morning.  

Documents are stored and delivered from AWS as needed and employees can select multiple documents and download them all at once in a zipped file. 

Additionally, the application will generate on the fly comparison documents that are also built off of HTML templates and converted into PDF for download. 

User registration is handled through invitation only from the Admin so no one outside the organization can register for an account on the application. 

Site Features

• Authenticated access with multiple user roles 
• Background Jobs that generate and upload updated documents at the end of each day to AWS
• API integration with Airtable so client can continue to enter data into Airtable and have it reflected in the Document Generation application
• Extended flexibility for future catalog and other document management from within the application

Technical Details

• Ruby on Rails 5
• Hosted on Heroku
• JavaScript, JQuery, Twitter Bootstrap on the Front-End
• Component based design 
• Background upload of files to AWS 
• Direct pull from Airtable through API to populate app database so no timeout issues it lost with connections to Airtable during document generation and uploading