Embedded tag interface for document generation in a document management system
A document management system generates a document template within which a user can embed document tags. Each document tag represents a term of the document. The user selects a document tag and identifies a location for the document tag within the document template. The embedded document tag adheres to formatting rules of the document template. The document management system accesses a data value corresponding to the selected document tag and generates a modified document. The modified document includes the accessed data value at the identified location, and is subject to the formatting rules of the document template.
1. A computer-implemented method, comprising:
generating, using at least one processor, a document template based on a training document;
displaying, using the at least one processor, the document template in a first interface portion and a set of candidate document tags in a second interface portion, the document template displayed according to one or more document formatting rules, the set of candidate tags is determined based on a type of the training document using a machine learning model, the displaying including displaying a list of suggested terms, corresponding to one or more candidate document tags in the set of candidate tags, that have not been embedded into the document template;
receiving, using the at least one processor, a selection of at least one of: a candidate document tag and at least one suggested term in the list of suggested terms, and any combination thereof, and an identification of a location within the displayed document template;
modifying, using the at least one processor, the document template by including a text representation of the selection within a text of the displayed document template at the identified location; and
in response to receiving a request to generate a document using the modified document template:
accessing, using the at least one processor, a data value corresponding to the text representation of the selection; and
generating, using the at least one processor, a document using the modified document template such that the accessed data value is included in place of the text representation of the selection and subject to the one or more document formatting rules.
2. The method of claim 1 , wherein at least one candidate document tag corresponds to a text-based object that changes in size based on a length of the accessed data value.
3. The method of claim 1 , wherein generating the document template based on the training document received from a user comprises using the machine learned model configured to identify a type of the training document and generate terms corresponding to the type of the training document.
4. The method of claim 3 , further comprising selecting, using the at least one processor, the set of candidate document tags for display in the second interface portion based on the type of the training document.
5. The method of claim 1 , wherein the one or more document formatting rules include at least one of the following: a bullet point formatting rule, an indentation rule, a font type rule, a font size rule, a text style rule, and any combinations thereof.
6. The method of claim 1 , further comprising receiving, using the at least one processor, input from a user specifying the data value corresponding to the selection.
7. The method of claim 1 , further comprising receiving, using the at least one processor, the data value corresponding to the selection from a database.
8. A non-transitory computer-readable storage medium storing executable instructions that, when executed by at least one processing circuitry, cause the at least one processing circuitry to:
generate a document template based on a training document;
display the document template in a first interface portion and a set of candidate document tags in a second interface portion, the document template displayed according to one or more document formatting rules, the set of candidate tags is determined based on a type of the training document using a machine learning model, the displaying including displaying a list of suggested terms, corresponding to one or more candidate document tags in the set of candidate tags, that have not been embedded into the document template;
receive a selection of at least one of: a candidate document tag and at least one suggested term in the list of suggested terms, and any combination thereof, and an identification of a location within the displayed document template;
modify the document template by including a text representation of the selection within a text of the displayed document template at the identified location; and
in response to receiving a request to generate a document using the modified document template:
access a data value corresponding to the text representation of the selection; and
generate a document using the modified document template such that the accessed data value is included in place of the text representation of the selection and subject to the one or more document formatting rules.
9. The non-transitory computer-readable storage medium of claim 8 , wherein at least one candidate document tag corresponds to a text-based object that changes in size based on a length of the accessed data value.
10. The non-transitory computer-readable storage medium of claim 8 , wherein generating the document template based on the training document received from a user comprises using the machine learned model configured to identify a type of the training document and generate terms corresponding to the type of the training document.
11. The non-transitory computer-readable storage medium of claim 10 , wherein the instructions cause the at least one processing circuitry is further configured to select the set of candidate document tags for display in the second interface portion based on the type of the training document.
12. The non-transitory computer-readable storage medium of claim 8 , wherein the one or more document formatting rules include at least one of the following: a bullet point formatting rule, an indentation rule, a font type rule, a font size rule, a text style rule, and any combinations thereof.
13. The non-transitory computer-readable storage medium of claim 8 , wherein the instructions cause the at least one processing circuitry is further configured to receive input from a user specifying the data value corresponding to the selection.
14. The non-transitory computer-readable storage medium of claim 8 , wherein the instructions cause the at least one processing circuitry is further configured to receive the data value corresponding to the selection from a database.
15. A document management system, comprising:
at least one processing circuitry; and
a non-transitory computer-readable storage medium storing executable instructions that, when executed, cause the at least one processing circuitry to:
generate a document template based on a training document;
display the document template in a first interface portion and a set of candidate document tags in a second interface portion, the document template displayed according to one or more document formatting rules, the set of candidate tags is determined based on a type of training document using a machine learning model, the displaying including displaying a list of suggested terms, corresponding to one or more candidate document tags in the set of candidate tags, that have not been embedded into the document template;
receive a selection of at least one of: a candidate document tag and at least one suggested term in the list of suggested terms, and any combination thereof, and an identification of a location within the displayed document template;
modify the document template by including a text representation of the selection within a text of the displayed document template at the identified location; and
in response to receiving a request to generate a document using the modified document template:
access a data value corresponding to the text representation of the selection; and
generate a document using the modified document template such that the accessed data value is included in place of the text representation of the selection and subject to the one or more document formatting rules.
16. The document management system of claim 15 , wherein at least one candidate document tag corresponds to a text-based object that changes in size based on a length of the accessed data value.
17. The document management system of claim 15 , wherein generating the document template based on the training document received from a user comprises using the machine learned model configured to identify a type of the training document and generate terms corresponding to the type of the training document.
18. The document management system of claim 17 , wherein the at least one processing circuitry is further configured to select the set of candidate document tags for display in the second interface portion based on the type of the training document.
19. The document management system of claim 15 , wherein the one or more document formatting rules include at least one of the following: a bullet point formatting rule, an indentation rule, a font type rule, a font size rule, a text style rule, and any combinations thereof.
20. The document management system of claim 15 , wherein the at least one processing circuitry is further configured to receive input from a user specifying the data value corresponding to the selection.