Controlled Procedure (ISO) template rendered to PDF by the DocMake engine

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Compliance

Controlled Procedure (ISO)

The standard management-system document pattern: document-control header repeating on each page, purpose and scope up front, responsibilities and records as loop tables, and a full revision history.

The annex only appears when your data says it exists - a conditional section in action. This is the same starter template that ships inside DocMake.

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Fill-in fields

doc_title	Document title
process_owner	Process owner
purpose	Purpose
scope	Scope
annex_title	Annex title
annex_body	Annex body
company_name	Company
doc_id	Document ID
revision	Revision
effective_date	Effective date
responsibilities[]	Repeating list - rows expand automatically for each item
steps[]	Repeating list - rows expand automatically for each item
records[]	Repeating list - rows expand automatically for each item
revisions[]	Repeating list - rows expand automatically for each item

The data behind the preview

This is the exact JSON that produced the document above. Change the values, POST it to the render API, and you get your version back as DOCX or PDF. Lists grow and shrink with your data; the layout adapts.

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sample-data.json

{
  "company_name": "Northwind Software",
  "doc_id": "PR-QMS-004",
  "doc_title": "Document Control Procedure",
  "revision": "2",
  "effective_date": "August 8, 2026",
  "process_owner": "Quality Manager",
  "purpose": "To define how controlled documents are created, reviewed, approved, distributed, and retired so that only current versions are in use.",
  "scope": "Applies to all quality-management-system documents at Northwind Software, including procedures, work instructions, and forms.",
  "responsibilities": [
    {
      "role": "Quality Manager",
      "duty": "Owns this procedure and approves all controlled documents."
    },
    {
      "role": "Process Owners",
      "duty": "Draft and maintain the documents for their processes."
    },
    {
      "role": "All Employees",
      "duty": "Use only the current controlled versions."
    }
  ],
  "steps": [
    {
      "action": "Draft the document using the controlled template",
      "responsible": "Process Owner"
    },
    {
      "action": "Review for accuracy and compliance",
      "responsible": "Quality Manager"
    },
    {
      "action": "Approve and assign a revision number",
      "responsible": "Quality Manager"
    },
    {
      "action": "Publish to the document register and notify affected staff",
      "responsible": "Quality Manager"
    },
    {
      "action": "Archive the superseded version",
      "responsible": "Process Owner"
    }
  ],
  "records": [
    {
      "name": "Document register",
      "retention": "5 years"
    },
    {
      "name": "Superseded documents archive",
      "retention": "3 years"
    },
    {
      "name": "Training acknowledgments",
      "retention": "3 years"
    }
  ],
  "has_annex": true,
  "annex_title": "Document numbering scheme",
  "annex_body": "Controlled documents are numbered PR-<area>-<sequence>. Revisions increment by one; drafts carry the suffix D.",
  "revisions": [
    {
      "number": "1",
      "date": "March 2, 2026",
      "description": "Initial release",
      "approved_by": "Quality Manager"
    },
    {
      "number": "2",
      "date": "August 8, 2026",
      "description": "Added numbering annex",
      "approved_by": "Quality Manager"
    }
  ]
}

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