Document Generation & Customization

How to Generate Documents

Step-by-Step Process

1. Access Document Generator

Navigate to: SLOS → Legal Documents → Generate New Document

2. Select Document Type

Choose from:

1. Privacy Policy
2. Terms of Service
3. Cookie Policy
4. Accessibility Statement
5. Data Processing Agreement

3. Configure Options


6. Language: Select target language
7. Template: Choose from library
8. Company Profile: Auto-loaded or select custom
9. Compliance Level: Basic, Standard, Advanced

4. Generate Document


Click Generate – document created in <5 seconds

5. Review & Customize


10. Review auto-generated content
11. Edit sections as needed
12. Add custom content
13. Preview changes

6. Publish or Export


14. Publish directly to page
15. Export as PDF/HTML
16. Save as draft

Customization Options


Content Customization


Company Information


17. Auto-Population: From company profile
18. Manual Override: Edit any field
19. Logo Integration: Upload company logo
20. Contact Details: Email, phone, address

Legal Content


21. Template Selection: 20+ professional templates
22. Section Editing: Modify any section
23. Custom Clauses: Add business-specific terms
24. Industry Specific: Healthcare, e-commerce, SaaS templates

Compliance Customization


25. Jurisdiction: Add specific regulations
26. Data Categories: Customize data processing categories
27. Retention Periods: Specify data retention policies
28. Third Parties: List data processors

Visual Customization


Branding


29. Logo: Upload company logo
30. Colors: Brand color scheme
31. Fonts: Choose from web-safe fonts
32. Header/Footer: Custom headers and footers

Layout


33. Templates: Professional layouts
34. Sections: Reorder sections
35. Formatting: Bold, italic, lists
36. Tables: Data tables for policies

Advanced Customization


Conditional Content


37. Geo-Targeting: Show/hide based on location
38. Cookie Categories: Include based on detected cookies
39. Business Type: Different content for B2B/B2C
40. Compliance Level: Basic vs detailed compliance

Dynamic Content


41. Cookie Inventory: Auto-populate from scanner
42. Accessibility Status: Pull from scanner results
43. Version Numbers: Auto-increment versions
44. Effective Dates: Set publication dates

Template Library


Template Categories


Privacy Policy Templates


45. Basic: Essential privacy information
46. Standard: Comprehensive privacy policy
47. Advanced: Detailed with DPA integration
48. Industry Specific: Healthcare, finance, e-commerce

Terms of Service Templates


49. SaaS: Software as a service terms
50. E-commerce: Online store terms
51. Content: Blog/website terms
52. Mobile App: App-specific terms

Cookie Policy Templates


53. Simple: Basic cookie explanation
54. Detailed: Full cookie inventory
55. Marketing: Marketing cookie focus
56. Analytics: Analytics cookie details

Accessibility Statement Templates


57. Basic: Simple accessibility commitment
58. Detailed: WCAG compliance details
59. Government: Section 508 compliance
60. EU: EN 301 549 compliance

Custom Template Creation


Template Builder


61. Start with existing template
62. Modify sections
63. Add custom clauses
64. Save as new template
65. Share with team

Template Variables


66. Company Variables: {{companyname}}, {{contactemail}}
67. Legal Variables: {{gdprcompliance}}, {{cookiecount}}
68. Dynamic Variables: {{currentdate}}, {{versionnumber}}

Smart Content Features


Auto-Population


From Company Profile


69. Company name and address
70. Contact information
71. Business registration details
72. Industry classification

From Cookie Scanner


73. Cookie categories detected
74. Cookie purposes
75. Third-party cookies
76. Cookie retention periods

From Accessibility Scanner


77. WCAG compliance level
78. Accessibility improvements made
79. Known issues
80. Contact information

From Consent Management


81. Consent banner settings
82. Cookie categories enabled
83. Geo-targeting rules
84. Privacy preferences

Intelligent Defaults


Jurisdiction Detection


85. Auto-detect user location
86. Include relevant regulations
87. Localize content
88. Add jurisdiction-specific clauses

Industry Recognition


89. Detect business type
90. Include industry-specific terms
91. Add relevant disclaimers
92. Customize data categories

Document Preview


Preview Features


93. Live Preview: See changes instantly
94. Mobile Preview: Test mobile display
95. Print Preview: See PDF layout
96. Accessibility Preview: Check accessibility

Preview Options


97. Full Document: Complete preview
98. Section Preview: Individual sections
99. Comparison: Compare with previous versions
100. Export Preview: See export formats

Version Control


Version Management


101. Auto-Versioning: Increment on each save
102. Manual Versions: Create specific version numbers
103. Version Notes: Document changes
104. Version History: Track all changes

Version Comparison


105. Side-by-Side: Compare two versions
106. Change Highlighting: See what changed
107. Revert Changes: Roll back to previous version
108. Merge Changes: Combine multiple edits

Collaboration Features


Team Collaboration


109. Shared Drafts: Team members can edit
110. Comments: Add notes and feedback
111. Approval Workflow: Legal team review
112. Change Tracking: See who made changes

Review Process


113. Generate initial document
114. Send for legal review
115. Incorporate feedback
116. Final approval
117. Publish document

Performance Optimization


Generation Speed


118. Caching: Template caching for faster generation
119. Lazy Loading: Load sections as needed
120. Background Processing: Large documents processed in background
121. Optimization: Minimize database queries

Resource Management


122. Memory Usage: <50MB for document generation
123. Storage: Efficient document storage
124. Cleanup: Automatic draft cleanup
125. Compression: Compressed storage for large documents

Error Handling


Generation Errors


126. Template Issues: Invalid template detection
127. Missing Data: Required field validation
128. Permission Errors: Access control checks
129. Timeout Handling: Large document processing

Recovery Options


130. Auto-Save: Automatic draft saving
131. Backup: Previous versions available
132. Retry: Failed generation retry
133. Support: Error reporting to support

Integration APIs


REST API Endpoints


134. Generate Document: POST /api/legal-documents/generate
135. Get Templates: GET /api/legal-documents/templates
136. Update Document: PUT /api/legal-documents/{id}
137. Export Document: GET /api/legal-documents/{id}/export

Webhook Support


138. Generation Complete: Notify when document ready
139. Review Required: Send for legal review
140. Published: Notify on publication
141. Updated: Version change notifications

Troubleshooting


Common Issues


Generation Fails


142. Check company profile completeness
143. Verify template validity
144. Check permissions
145. Review error logs

Content Not Populating


146. Run cookie scanner first
147. Complete company profile
148. Check module integrations
149. Verify data sources

Export Issues


150. Check PDF generation requirements
151. Verify file permissions
152. Test with smaller documents
153. Check disk space

Best Practices


Document Creation


154. Complete company profile first
155. Run cookie scanner
156. Generate initial draft
157. Have legal team review
158. Test publishing workflow
159. Set up version control

Customization Tips


160. Start with templates, then customize
161. Use conditional content for geo-targeting
162. Include specific industry terms
163. Add company branding
164. Test all export formats

Maintenance


165. Review documents quarterly
166. Update for new regulations
167. Archive old versions
168. Train team on processes
169. Monitor compliance status

Related Documentation


170. Templates & Management
171. Publishing & Export
172. Compliance & Multi-language
173. Configuration Guide