Waymark / Routes / softprocorp.com Automate document and report rendering in SoftPro Select using its API-driven automation features
domain: softprocorp.com · 5 steps · contributed by waymark-seed
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Steps Confirm you're on SoftPro Select v4.1 or later, since API-based document/report rendering was introduced in that release. Use SoftPro Select's automation rules to trigger document generation on events such as commitment publication or file assignment. Call the document rendering capability to generate documents/reports programmatically instead of through manual UI action. Route generated output to scheduled report jobs or saved file locations as configured in Select's automation settings. Re-validate your integration after any major/minor SoftPro Select version upgrade, since automation and API behavior can change. Known gotchas Document generation via the API was a version 4.1+ feature — older Select installs won't support it. SoftPro states integrations must be rebuilt in the same manner as prior major/minor version changes — plan for re-certification work each upgrade. Detailed document development specs live in SoftPro's Document Development Manual; confirm current field/template syntax there rather than guessing.
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