Policy Number: {{policy_number}}
Effective Date: {{effective_date}}
``` ### Accessing Nested Objects Use dot notation `.` to access nested properties: ```htmlInsured: {{insured.name}}
ID Number: {{insured.id_number}}
``` ### Conditional Logic Use `{{#if}}` / `{{else}}` for conditional rendering: ```html {{#if is_renewed}}Renewal Policy
{{else}}New Application
{{/if}} ``` ### Looping Through Arrays Use `{{#each}}` to iterate over arrays: ```html| Coverage Name | Coverage Amount | Premium |
|---|---|---|
| {{name}} | {{coverage_amount}} | {{premium}} |
{{description}}
{{{html_content}}}
``` ### Built-in Helpers Handlebars provides several built-in helpers: ```html {{#with company}}Company Name: {{name}}
Address: {{address}}
{{/with}} {{#each items}}Item {{@index}}: {{this}}
{{/each}} ``` ### Custom Helpers HTML Docgen Service supports registering custom helpers through configuration. For details on supported custom helpers, please refer to the service configuration documentation. ### Full Syntax Reference For more Handlebars syntax and advanced usage, please refer to the official documentation: [https://handlebarsjs.com/](https://handlebarsjs.com/) ## Quick Start ### 1. Create an HTML Template Create an HTML file using any text editor, placing variable placeholders with Handlebars syntax. The template must be a complete HTML document. > 💡 **Recommended: Use AI to Generate Templates** > > HTML + Handlebars is a plain-text format that is highly suitable for AI understanding and generation. You can simply describe your business requirements to AI (e.g., "Generate a policy print template with policyholder information, insured information, and a coverage list"), and AI will automatically produce the complete HTML template code. > > If you are using AI (such as Claude Code) to generate HTML templates, you can use our provided skill to streamline the process. The skill is named `insuremo-output-service-helper`, and the repository is available at: [https://gitlab.insuremo.com/insuremo-public/insuremo-skills](https://gitlab.insuremo.com/insuremo-public/insuremo-skills). Install this skill to invoke it directly from your AI coding assistant. > **Tip**: You can download sample templates and sample JSON data from the Print Management Service's Template Maintain page to get started quickly (see Step 2 below). ### 2. Download Sample Templates (Recommended for Beginners) You can quickly download sample files from the **Template Maintain** page of the Print Management Service for testing: 1. Log in to [insureMO Portal](https://portal.insuremo.com/) 2. Navigate to **Catalog > Utility & AI > Output & Document Management** 3. Click the **Print Management Service** service card 4. Select **Template Maintain** in the left navigation pane 5. Click **Download Sample** 6. Choose **HTML Sample** You will receive a compressed package containing a **sample HTML template file** and a **sample JSON data file**. Import these files into the system to start testing the feature. ### 3. Upload the Template 1. Log in to [insureMO Portal](https://portal.insuremo.com/)
```
## Supported Export Formats
| Format | Description |
|--------|-------------|
| PDF | The most commonly used format, suitable for printing and archiving |
| HTML | Raw HTML format output |
## Comparison with Other Document Generation Services
| Feature | HTML Docgen | Jasper (v6.20.6) | Word Docgen |
|---------|-------------|-------------------|-------------|
| Template Type | `html` | `jasper2` | `word` |
| Template Format | HTML + Handlebars (plain text) | .jrxml / .jasper (binary) | .docx (binary) |
| Design Tool | Any text editor / **AI generation** | Jaspersoft Studio | Microsoft Word |
| Layout Approach | HTML/CSS (AI can generate directly) | Jasper visual designer | Word formatting |
| Export Formats | PDF, HTML | PDF, HTML, Excel, CSV, Word | PDF, Word |
| AI Generability | ✅ High (plain-text format) | ❌ Low (proprietary binary format) | ❌ Low (binary format) |
| Learning Curve | Low (AI can assist) | Medium | Low |
Recommendation: For new projects, prioritize HTML Docgen for more flexible layout control and lower maintenance costs. HTML, as a plain-text format, is naturally suited for AI understanding and generation — you can describe your requirements in natural language and let AI produce template code automatically. Combined with the `insuremo-output-service-helper` skill, you can complete upload and testing in one step, significantly shortening the development cycle.
## Sample Template
## FAQs
**Q: The styles in my HTML template don't render consistently in the generated PDF. What should I do?**
A: HTML-to-PDF conversion uses a server-side rendering engine, which may differ from browser rendering. Suggestions:
1. Use standard CSS properties and avoid experimental features
2. Use `@page` rules to control page size and margins
3. Use `page-break-*` properties to control pagination
> 💡 **AI Tip**: You can instruct AI to follow these print style guidelines when generating the template, avoiding manual debugging later.
**Q: How do I debug template rendering results?**
A: You can first set `export_file_type` to `html` and preview the HTML rendering result in a browser. Once confirmed, switch to `pdf` output.
**Q: Can I use JavaScript in templates?**
A: Templates only support Handlebars template syntax. JavaScript execution within templates is not supported. For complex logic, preprocess the data in your business system.
> 💡 **AI Tip**: Although JavaScript is not available in templates, you can ask AI to help design a reasonable data structure and complete complex calculations at the business layer before passing data to the template, keeping the template itself focused on simple display logic.
**Q: I get an error when uploading the template. What should I check?**
A: Please verify:
1. The template type is set to `html`
2. The HTML file format is correct (complete HTML document structure)
3. Handlebars syntax has no spelling errors
> 💡 **AI Tip**: If you use AI to generate templates, you can ask AI to validate the template against Handlebars syntax rules during generation, eliminating most syntax errors before importing into the system.
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