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erpclaw-documents

Manages document lifecycle, templates, tagging, linking, and retention in ERPClaw.

5|6|Updated Mar 8, 2026
Search Tags:#workflow#templates#versioning#management#retention#document#ERPClaw
One-click install
npx skills add https://github.com/avansaber/erpclaw-addons --skill erpclaw-documents
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: erpclaw-documents
Source: https://github.com/avansaber/erpclaw-addons/tree/main/erpclaw-documents
Command: npx skills add https://github.com/avansaber/erpclaw-addons --skill erpclaw-documents

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires weasyprint, markdown-it-py, jinja2, and includes scripts (resource) components.

What problem does it solve?

ERPClaw Documents solves the chaos of managing documents, versions, tags, links, templates, and retention across ERPClaw deployments by providing a cohesive, auditable lifecycle layer that ties documents to ERP entities and processes.

Core Features & Use Cases

  • Version history and document lifecycle (draft, review, approved, published, on_hold, archived).
  • Tagging, linking to sales orders, customers, projects, and more, plus template generation from data.
  • Built-in templates with merge fields, multiple engines (legacy_replace and jinja2), and different formats (text, markdown, html).
  • PDF rendering support via WeasyPrint and a print/document-generation pipeline that stores PDFs and document rows for auditing.
  • Security model: local data storage, parameterized queries, no network calls, and sandboxed template rendering.

Quick Start

Create a new document with a title, optional tags, and a linked ERP entity, then generate a template-driven document ready for review.

Frequently Asked Questions about erpclaw-documents

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I manage document versioning and lifecycle workflows for ERP contracts and policies?▼

Document versioning tracks lifecycle states from drafting to compliance holds for contracts and policies. You manage transitions between draft, review, approved, published, on_hold, and archived states to maintain auditable ERP workflows.

Can I render markdown templates to PDF using WeasyPrint within an ERP system?▼

Yes, you can render markdown templates to PDF using WeasyPrint. The pipeline processes markdown and html formats through jinja2 merge fields, generating print-ready PDFs stored locally with document rows for auditing.

Does this document management approach support linking files to sales orders and customer records?▼

Yes, document management supports linking files to sales orders, customers, and projects. This tagging and linking capability ties documents directly to ERP entities and processes for cohesive data retrieval.

What is the best way to automate template generation for invoices and reports from ERP data?▼

The best way to automate template generation is using built-in templates with merge fields. You bind ERP data via jinja2 or legacy_replace engines to generate text, markdown, or html invoices and reports automatically.

Are there security limitations when using sandboxed template rendering for sensitive documents?▼

Security limitations are mitigated by sandboxed template rendering, parameterized queries, local data storage, and no network calls. This ensures sensitive documents remain isolated but requires local infrastructure management.

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