Title*AI Document Automator (ADA) User Manual and Quick Start Guide

Detail

Document Automation Tool - Comprehensive User Manual

Getting Started

System Requirements

• Modern web browser (Chrome, Firefox, Safari, Edge)

• JavaScript enabled

• Internet connection for initial setup

• DOCX files for processing

First Steps

1. Launch the Application: Click "New Automation" on the main page

2. Upload Document: Select a DOCX file from your computer

3. Document Processing: The application will automatically process your document

4. Start Editing: Begin working with fields and content controls

Core Features

Document Viewer

The main document viewer provides:

• High-Fidelity Rendering: Preserves original document formatting

• Editable Mode: Direct text editing with field management

• Side Panel: Content controls and field management interface

• Real-time Preview: Instant visual feedback for changes

• Export Options: Download modified documents

Content Controls Panel

Located on the right side of the interface, the panel shows:

• Auto-Generated Fields: Fields detected from bracket notation {fieldName}

• Modal-Generated Fields: Fields created through the field creation modal

• Native Content Controls: Existing Word content controls

• Sysero Controls: Special Sysero integration fields

• Field Statistics: Count of different field types

Visual Field Types

Fields are color-coded for easy identification:

• Auto-Generated: Blue highlighting for bracket-detected fields

• Modal-Generated: Green highlighting for manually created fields

• Sysero Controls: Orange highlighting for Sysero integration

• Optional Content: Dark yellow dotted borders for optional text

Document Processing

Supported File Types

• DOCX: Microsoft Word 2007+ format (primary support)

• DOC: Legacy Word format (limited support)

Document Loading Process

1. File Selection: Choose document via file input

1. Parsing: Document structure is parsed from OOXML

2. Content Analysis: Text content and formatting are analyzed

3. Field Detection: Automatic detection of bracketed fields {fieldName}

4. Control Registration: Content controls are registered in the system

5. Rendering: Document is displayed with interactive elements

Document Structure Analysis

The application analyzes:

• Paragraphs: Text blocks and formatting

• Runs: Individual text segments with formatting

• Content Controls: Word's native field mechanism

• Tables: Structured data presentation

• Headers/Footers: Document metadata sections

• Styles: Formatting and appearance rules

Field Management

Field Types

2. Auto-Generated Fields

Detection: Automatically found from bracket notation {fieldName}

Characteristics:

• Blue visual highlighting

• Editable through side panel

• Real-time updates

• Preserved in exported documents

Example:

Dear {customerName},
Your order #{orderNumber} has been processed.

3. Modal-Generated Fields

Creation: Created through the field creation modal

Process:

1. Select text in the document

2. Right-click or use field creation button

3. Enter field name and properties

4. Field is created with green highlighting

4. Native Content Controls

Source: Existing Word content controls in the document

Features:

• Preserved original formatting

• Compatible with Word's native field system

• Editable through panel interface

5. Sysero Controls

Purpose: Special integration fields for Sysero systems

Identification: Fields with "Sysero\_" prefix or similar naming

• Styling: Orange highlighting with gear icon

• Functionality: Specialized processing for Sysero workflows

Field Operations

Creating New Fields

Method 1: Text Selection

1. Select text in the document viewer

2. Click "Create Field" button or right-click

3. Enter field name and alias

4. Choose field properties

5. Click "Create" to convert text to field

Method 2: Field Creation Modal

1. Click "Add Field" in the side panel

2. Enter field details:

• Display Name: Human-readable name

• Alias: Internal field identifier

• Default Value: Initial field content

• Description: Field purpose/notes

1. Choose insertion point in document

2. Click "Create Field"

Editing Field Values

Real-time Updates:

• Type in field input boxes in the side panel

• Changes appear instantly in the document

• Visual flash animation confirms updates

6. need to save - changes are automatic

Bulk Updates:

javascript
// Update multiple fields at once
await FieldUpdater.updateMultipleFields({
   customerName: "John Doe",
   orderNumber: "12345",
   orderDate: "2024-01-15",
});

Field Management Actions

For each field, you can:

• Edit Value: Update field content

• Rename Field: Change display name or alias

• Delete Field: Remove field from document

• View XML: Inspect underlying XML structure

• Export Data: Export field values to JSON

Advanced Field Features

Field Tooltips

• Hover over fields to see:

• Field alias/name

• Current value

• Field type (auto/modal/native)

• Creation source

Field Highlighting

• Temporary Highlighting: Draw attention to specific fields

• Update Animation: Visual confirmation of value changes

• Type-specific Colors: Different colors for different field types

Field Search and Navigation

• Find Fields: Search by name or alias

• Navigate to Field: Click to scroll field into view

• Bulk Operations: Select multiple fields for operations

Template Engine

Template Processing

The template engine supports:

• Variable Substitution: Replace placeholders with actual values

• Conditional Sections: Show/hide content based on conditions

• Loop Processing: Repeat sections with dynamic data

• Nested Templates: Complex document structures

Conditional Content

Section Controls

Start/End Markers:

[section-start:optionalSection]
This content can be shown or hidden
[section-end:optionalSection]

Visibility Toggle:

• Use the side panel to show/hide sections

• Visual markers indicate optional content

• Changes affect final document export

Paragraph-Level Conditions

Optional Paragraphs:

• Entire paragraphs can be marked as optional

• Controlled through visibility settings

• Dotted yellow outline indicates optional content

Template Variables

Syntax: Use curly braces {variableName}

Examples:

Dear {customerName},

Your {productType} order #{orderNumber}
has been {orderStatus} on {orderDate}.

{conditionalContent}

Dynamic Processing:

• Variables are replaced during document processing

• Values can be updated in real-time

• Changes are reflected immediately in preview

Optional Content Management

Visual Markers

Optional content is marked with consistent visual indicators:

Content Types

1. Optional Text: Dark yellow dotted border around inline text

2. Optional Paragraphs: Dark yellow dotted outline around entire paragraphs

3. Hidden Content: Same markers with reduced opacity (40%)

4. Section Markers: Special styling for section start/end controls

Visual Indicators

• Optional Content Marker: border: 2px dotted #b8860b

• Hidden Optional Content: Same border with opacity: 0.4

• Optional Paragraph: outline: 2px dotted #b8860b

• Section Controls: Special highlighting for boundaries

Managing Optional Content

Visibility Controls

Section Toggle:

1. Locate section controls in the side panel

2. Use toggle switches to show/hide sections

3. Visual feedback confirms changes

4. Export reflects current visibility state

Paragraph Controls:

1. Right-click on optional paragraphs

2. Choose "Show" or "Hide" from context menu

3. Paragraph opacity changes to indicate state

Advanced Options

Bulk Visibility:

• Show/hide multiple sections at once

• Save visibility presets

• Export with specific visibility configurations

Conditional Logic:

• Set visibility based on field values

• Create dynamic content rules

• Automate content inclusion/exclusion

Email Integration

HTML Email Conversion

The application can convert documents to HTML email format:

Conversion Process

1. Document Processing: Current document state is processed

2. HTML Generation: Word content is converted to HTML

3. CSS Styling: Inline styles are applied for email compatibility

4. Image Handling: Images are processed for email clients

5. Output Generation: Clean HTML suitable for email systems

Email Features

Supported Elements:

• Text formatting (bold, italic, underline)

• Paragraph styles and spacing

• Basic tables and lists

• Inline images (converted to base64)

• Links and hyperlinks

Email Client Compatibility:

• Outlook (desktop and web)

• Gmail

• Apple Mail

• Other major email clients

Usage

javascript
// Convert document to HTML email
const htmlEmail = await convertDocumentToEmail(documentData);

// Send email with converted content
await sendHtmlEmail({
   to: "recipient@example.com",
   subject: "Document Content",
   body: htmlEmail,
});

Email Templates

Template Variables in Emails:

• All field variables are processed before email conversion

• Dynamic content is resolved to final values

• Optional sections respect visibility settings

Advanced Features

Chatbot Integration

The application includes an AI-powered chatbot for document assistance:

Chatbot Capabilities

• Document Analysis: Analyze document structure and content

• Field Suggestions: Recommend field creation opportunities

• Content Optimization: Suggest improvements to document structure

• Template Assistance: Help create and modify templates

• Troubleshooting: Provide guidance for common issues

Using the Chatbot

1. Access: Click the chat icon in the interface

2. Ask Questions: Type questions about your document

3. Get Suggestions: Receive AI-powered recommendations

4. Apply Changes: Implement suggested improvements

Automation Workflows

Batch Processing

Multiple Documents:

• Load multiple DOCX files

• Apply same field updates to all

• Export batch results

• Save processing configurations

Template Application:

• Apply saved templates to new documents

• Bulk field population

• Consistent formatting across documents

Integration APIs

External System Integration:

javascript
// Connect to external data sources
const customerData = await fetchCustomerData(customerId);

// Update document fields with external data
await updateFieldsFromData(customerData);

// Export processed document
const processedDoc = await exportDocument();

Performance Optimization

Efficient Updates

The application uses advanced update strategies:

• DOM Manipulation: Direct updates without full re-rendering

• Change Detection: Only update modified elements

• Batch Operations: Group multiple updates for efficiency

• Visual Feedback: Immediate user feedback while processing

Memory Management

• Document Caching: Intelligent caching of document data

• Garbage Collection: Automatic cleanup of unused resources

• Load Balancing: Distribute processing across available resources

Developer API

Field Update API

Core Functions

javascript
// Update single field
await updateField(fieldAlias, newValue, options);

// Update multiple fields
await updateMultipleFields({
field1: "value1",
field2: "value2",
});

// Update with highlighting
await updateAndHighlightField(fieldAlias, newValue);

Advanced Operations

javascript
// Find fields by name
const fields = FieldUpdater.findFieldsByName("customer");

// Get all field elements
const allFields = FieldUpdater.getAllFieldElements();

// Highlight specific field
await FieldUpdater.highlightField(fieldAlias, {
duration: 3000,
color: "blue",
});

Document Processing API

javascript
// Load document
const document = await loadDocument(file);

// Process content controls
const controls = await processContentControls(document);

// Apply templates
const processed = await applyTemplate(document, templateData);

// Export document
const exportedDoc = await exportDocument(document, options);

Utility Functions

javascript
// XML manipulation
const element = createWordElement("w:p", content);
const properties = insertRPrInCorrectOrder(element, properties);

// Content analysis
const text = getParagraphText(paragraph);
const isInside = isNodeInside(childNode, parentNode);

// Validation
const isValid = validateContentControl(controlXml);

Event Handling

javascript
// Document events
document.addEventListener("fieldUpdated", (event) => {
console.log("Field updated:", event.detail);
});

// Processing events
document.addEventListener("documentProcessed", (event) => {
console.log("Document ready:", event.detail);
});

Troubleshooting

Common Issues

Document Loading Problems

Issue: Document won't load

Solutions:

• Verify file is valid DOCX format

• Check file size (max 50MB recommended)

• Ensure file isn't password protected

• Try re-saving document in Word

Issue: Formatting appears incorrect

Solutions:

• Check browser compatibility

• Clear browser cache

• Verify document doesn't use unsupported features

• Try high-fidelity rendering mode

Field Management Issues

Issue: Fields not updating

Solutions:

• Refresh the page and reload document

• Check JavaScript console for errors

• Verify field names don't contain special characters

• Try manual field update via API

Issue: Field values not persisting in exports

Solutions:

• Ensure efficient updates are enabled (default)

• Check that updates have completed before export

• Verify field mappings are correct

• Try force refresh before export

Performance Issues

Issue: Slow document processing

Solutions:

• Close other browser tabs

• Try with smaller documents first

• Check available system memory

• Use efficient update mode (enabled by default)

Issue: Browser crashes or freezes

Solutions:

• Reduce document complexity

• Process document in sections

• Increase browser memory allocation

• Try different browser

Error Messages

Common Error Codes

ERR_DOC_INVALID: Document format is not supported

• Solution: Ensure file is valid DOCX format

ERR_FIELD_NOT_FOUND: Specified field doesn't exist

• Solution: Check field alias spelling and existence

ERR_UPDATE_FAILED: Field update operation failed

• Solution: Check field is editable and try again

ERR_EXPORT_FAILED: Document export failed

• Solution: Check document state and try re-processing

Debug Mode

Enable debug mode for detailed logging:

javascript
// Enable debug logging
window.DEBUG_MODE = true;

// View detailed field information
console.log(window.FieldUpdater.getAllFieldElements());

// Check document processing state
console.log(window.DocumentProcessor.getStatus());

Support Resources

• Documentation: Refer to this manual and inline help

• Console Debugging: Use browser developer tools

• Community Support: Check project repository for issues

• Technical Support: Contact development team

Technical Specifications

Technology Stack

Frontend

• React 19: User interface framework

• TypeScript: Type-safe JavaScript development

• Tailwind CSS: Utility-first CSS framework

• FontAwesome: Icon library

• Lucide React: Additional icon components

Document Processing

• docxtemplater: DOCX template processing

• pizzip/jszip: ZIP file handling for DOCX

• fast-xml-parser: XML parsing and manipulation

• xmldom: XML DOM manipulation

Utilities

• axios: HTTP client for API calls

• file-saver: File download handling

• web-vitals: Performance monitoring

Browser Support

Fully Supported:

• Chrome 90+

• Firefox 88+

• Safari 14+

• Edge 90+

Limited Support:

• Internet Explorer 11 (basic functionality only)

• Older mobile browsers

Performance Specifications

Document Size Limits:

• Recommended: Up to 10MB DOCX files

• Maximum: 50MB DOCX files

• Field Count: Up to 1000 fields per document

Processing Speed:

• Small documents (< 1MB): < 2 seconds

• Medium documents (1-10MB): 2-10 seconds

• Large documents (10-50MB): 10-30 seconds

Memory Usage:

• Base application: ~50MB RAM

• Document processing: +10-100MB per document

• Field operations: Minimal additional memory

Security Considerations

Data Privacy:

• All processing occurs client-side

7. document data sent to external servers

• Local storage used for temporary data only

File Security:

• Documents processed in browser memory

8. server-side file storage

• Export creates new file without modification of original

Code Security:

• TypeScript for type safety

• Input validation for all user data

• XSS protection for rendered content

API Compatibility

OOXML Standards:

• ECMA-376 compliant content control creation

• ISO/IEC 29500 standard adherence

• Microsoft Word compatibility maintained

Export Formats:

• DOCX (primary)

• HTML (email conversion)

• JSON (field data export)

Conclusion

The Document Automation Tool provides comprehensive document processing capabilities with advanced field management, template processing, and real-time updates. Its intuitive interface combined with powerful automation features makes it suitable for both individual users and enterprise workflows.

For additional support or feature requests, please refer to the project repository or contact the development team.

Last Updated: June 2025

Version: 0.1.0

Document Automation Tool - Comprehensive User Manual

Table of Contents

Key Capabilities

Getting Started

System Requirements

First Steps

Core Features

Document Viewer

Content Controls Panel

Visual Field Types

Document Processing

Supported File Types

Document Loading Process

Document Structure Analysis

Field Management

Field Types

2. Auto-Generated Fields

3. Modal-Generated Fields

4. Native Content Controls

5. Sysero Controls

Field Operations

Creating New Fields

Editing Field Values

Field Management Actions

Advanced Field Features

Field Tooltips

Field Highlighting

Field Search and Navigation

Template Engine

Template Processing

Conditional Content

Section Controls

Paragraph-Level Conditions

Template Variables

Optional Content Management

Visual Markers

Content Types

Visual Indicators

Managing Optional Content

Visibility Controls

Advanced Options

Email Integration

HTML Email Conversion

Conversion Process

Email Features

Usage

Email Templates

Advanced Features

Chatbot Integration

Chatbot Capabilities

Using the Chatbot

Automation Workflows

Batch Processing

Integration APIs

Performance Optimization

Efficient Updates

Memory Management

Developer API

Field Update API

Core Functions

Advanced Operations

Document Processing API

Utility Functions

Event Handling

Troubleshooting

Common Issues

Document Loading Problems

Field Management Issues

Performance Issues

Error Messages

Common Error Codes

Debug Mode

Support Resources

Technical Specifications

Technology Stack

Frontend

Document Processing

Utilities

Browser Support

Performance Specifications