Document Automation

Most JavaScript rich text editors focus on content formatting. They're designed for blogs and content management systems where users need basic WYSIWYG editing. But they weren't designed for enterprise document workflows.

Enterprise applications require capabilities that open source or basic JavaScript rich text editor libraries don't provide: generating customized contracts from templates at scale, tracking every edit across multiple reviewers, processing interactive forms with automatic calculations, securing documents with role-based permissions, or managing large documents with section-based navigation. These workflows require enterprise-grade JavaScript rich text editors integrated with server-side document processing, not just browser-based text formatting.

The difference between a content editor and a document automation solution determines whether you can build production-ready systems for legal contract management, healthcare form processing, or financial document workflows.

TX Text Control is an enterprise-grade document processing SDK that includes a WYSIWYG JavaScript rich text editor and provides reporting, mail merge, track changes, form fields, document protection, and server-side processing for .NET applications.

This guide provides five document automation workflows that combine TX Text Control's JavaScript rich text editor with its server-side processing:

Dynamic contract generation through MailMerge Multi-party document review via track changes Interactive form processing using form fields Document protection and permissions Large document management with section-based navigation

Getting Started

Before diving into the workflows, learn how to set up an ASP.NET Core application that uses the TX Text Control JavaScript rich text editor:

Getting Started Video Tutorial: How to use the Document Editor in ASP.NET Core C#

1. Dynamic Contract Generation Through MailMerge

Contract generation at scale requires more than find-and-replace text substitution. Enterprise legal teams need templating logic, data binding, and conditional rendering, without writing code for every template change.

What is MailMerge?

MailMerge allows you to merge placeholder fields with values from datasets. TX Text Control's JavaScript rich text editor includes a Reporting ribbon tab that exposes MailMerge functionality directly in the browser. Business users can build templates by inserting fields via the ribbon tab, while developers handle the data pipeline and server-side generation.

How Does MailMerge Work?

The workflow separates into two phases: template design happens in the JavaScript rich text editor interface, and document generation runs server-side. TX Text Control provides three template building blocks:

Merge fields : Insert placeholders into templates like contract_id or client_name that get replaced with values from your data. For example, contract_id becomes "CONTRACT-2025-010" in the final document. Merge blocks : Automatically repeat template sections for each item in a dataset. For example, a single line item section duplicates 10 times if your data contains 10 products, each populated with its own product name, quantity, and price. Conditional blocks : Control document content based on data conditions. Entire sections can be included or excluded from the generated document depending on whether specific data exists. For instance, a "Warranty Terms" section might only appear if the contract includes warranty coverage.

How to Design Templates and Generate Documents?

Users design templates in the JavaScript rich text editor by inserting merge fields from the Reporting tab. A predefined JSON data structure determines which fields are available and prepopulates their values. Here's a simple contract example:

[ { "contract_id": "CONTRACT-2025-010", "client": { "name": "Digital Corp", "address": "Berlinerstr. 123, 80805 Munich, Germany" }, "deliverables": [ { "item": "Custom Website", "fee": 5000, "duration": "6 months" }, { "item": "Website Design", "fee": 1500, "duration": "3 months" } ] } ] Templates contain merge fields for single values and merge blocks for repeating data, automatically duplicating sections for each item while preserving proper formatting.

Server-side generation enables automated batch processing. After designing templates in the rich text editor and saving them, the backend application can load and merge them programmatically using a non-visible ServerTextControl:

using (TXTextControl.ServerTextControl tx = new TXTextControl.ServerTextControl()) { tx.Create();

// Load the saved template tx.Load("template.tx", TXTextControl.StreamType.InternalUnicodeFormat);

// Load JSON data string jsonData = System.IO.File.ReadAllText("Documents/contract.json");

// Merge data into template using (MailMerge mailMerge = new MailMerge()) { mailMerge.TextComponent = tx; mailMerge.MergeJsonData(jsonData); }

// Generate PDF tx.Save("results.pdf", TXTextControl.StreamType.AdobePDF); } Learn More

For a brief overview of merging templates with TX Text Control, check this tutorial:

Merging Templates with MailMerge with Different Merge Field Settings in C#

How Do Conditional Blocks Work?

Conditional blocks control whether specific parts of your contract appear in the final document. Each conditional block is linked to a specific data object in your JSON. If that data object exists, the contract section renders. If that data object is missing from your JSON, the entire contract section disappears, including any tables, footnotes, or formatting within it.

For example, a contract template might include an optional "Intellectual Property" clause. When the section_intellectual_property object exists in your JSON data, the Intellectual Property clause appears with all its details. Remove the section_intellectual_property object, and the entire clause disappears with clean text flow and no blank spaces left behind.

For a detailed guide on conditional blocks, see Designing the Perfect Contract Template for MailMerge in C# .

How Does This Scale for Enterprise Use?

Business teams can modify templates without code deployments. They can update content and adjust formatting through the visual editor. Developers build the data pipeline once, which enables the application to dynamically generate hundreds of customized contracts from multiple template variants. Generated documents can be sent directly to signature workflows with embedded signature fields for electronic and digital signing.

For a full tutorial on how to use MailMerge, watch this video:

2. Multi-Party Document Review via Track Changes

Tracking changes is essential for collaborative editing, where multiple parties review contracts, agreements, and legal documents. Traditional review processes require manually comparing versions, sending emails back and forth, and reconciling conflicting edits. Track changes automates this by displaying every modification with color coding, author attribution, and timestamps for complete audit trails.

What Track Changes Features Does the JavaScript Rich Text Editor Provide?

TX Text Control's JavaScript rich text editor provides MS Word-compatible track changes functionality directly in the browser. The document editor includes a Proofing ribbon tab with visual tools for collaborative editing, matching the familiar interface from Microsoft Word.

This feature tracks text additions and deletions, assigns author names with color-coded changes, and records timestamps for every modification. Changes display in a dedicated sidebar, and users can accept or reject modifications. Documents edited in MS Word or Google Docs load with tracked changes intact, and documents can be exported to DOCX, DOC, and RTF formats with tracked changes preserved.

How Do Users Work with Track Changes?

Users can enable track changes through the Proofing ribbon, or developers can enable it programmatically. Once enabled, every edit is automatically tracked with the author's name and timestamp. The sidebar displays all changes, allowing users to navigate, review, and accept or reject modifications. Comments can be attached to specific tracked changes.

Developers can programmatically enable track changes using the JavaScript rich text editor API:

TXTextControl.isTrackChangesEnabled = true; Does TX Text Control Support AI-Powered Track Changes?

AI transforms legal document review by providing faster, more consistent analysis. TX Text Control integrates with AI workflows to create hybrid review processes: load the contract, extract sections for AI analysis, receive AI suggestions, and display those suggestions as tracked changes with AI Generated attribution. Legal professionals can review AI recommendations in the track changes sidebar. The generated text appears with AI Generated as the author name, making it clear which changes came from AI analysis. This offers AI-accelerated legal review with human oversight.

Learn More

Read this article for integrating AI with TX Text Control track changes:

Transforming Legal Review with AI and TX Text Control

How Does Track Changes Support Enterprise Workflows?

Organizations can embed the JavaScript rich text editor directly in their web applications without building custom change tracking from scratch. This enables faster contract negotiations and reduces the risk of unauthorized changes. Read Document Redlining and Approval Workflows for a complete workflow demonstration.

3. Interactive Form Processing Using Form Fields

Forms play a major role in business processes across the healthcare, finance, and legal industries. Fillable forms eliminate repetitive manual work by capturing user data digitally, pre-populating known information, performing automatic calculations, and exporting structured data for processing. This reduces turnaround times and eliminates transcription errors.

What Form Field Capabilities Does the JavaScript Rich Text Editor Offer?

TX Text Control's JavaScript rich text editor includes a Form Fields ribbon tab with comprehensive form field capabilities for creating interactive documents. The document editor supports:

Text form fields : Capture user input like names, addresses, or descriptions. Drop-down form fields : Present predefined options for data entry. Checkbox form fields : Enable binary yes/no or true/false choices. Combo box form fields : Combine drop-down lists with text boxes. Date form fields : Allow users to select dates from a calendar picker.

Form templates combine static text labels, merge fields to pre-populate data, and form fields to capture user input. TX Text Control form fields are compatible with PDF AcroForms, MS Word legacy form fields, and Content Controls. Forms export to fillable PDFs that work in Adobe Reader and import from Microsoft Word with full compatibility. Field properties remain intact across PDF, DOCX, DOC, and RTF formats.

How Does the Forms Workflow Work?

Consider a healthcare vaccination record workflow: A patient schedules an appointment through a web portal. The system loads a Vaccine Administration Record template and merges known patient data (name, date of birth, insurance) into merge fields, creating a personalized form requiring minimal additional input. The patient completes the remaining fields (vaccination details, consent checkboxes) and signs electronically in the browser. After completion, the system flattens form fields, embeds the electronic signature, and exports as a PDF for storage and distribution.

Learn More

Learn how to use TX Text Control to streamline form processes in healthcare:

Healthcare Use Case: Digital Forms Workflow with Electronic Signatures

Can Forms Pre-Populate Data and Perform Calculations?

Yes. TX Text Control forms support dynamic data pre-population and automatic calculations. Organizations create templates with merge fields that pull data from existing systems, including CRM, ERP, databases, or APIs. When generating a form instance, known values pre-populate automatically. The JavaScript rich text editor supports Excel-compatible formulas in table cells. In an expense report, formulas automatically compute category totals and apply tax rates. In a purchase order, table formulas calculate line totals, subtotals, tax, and grand total in real time as users enter data.

What Industries Benefit from Automated Form Processing?

The template-based approach scales to thousands of forms daily. Healthcare providers use it for patient intake forms and vaccination records pre-populated with EMR data. Financial institutions generate loan applications with known customer information. Legal firms create engagement letters customized per client. Organizations use the Document Editor for template design, deploy forms through the Document Viewer for mobile-friendly completion, and extract structured data for automated processing.

4. Document Protection and Permissions

Document protection restricts who can edit specific sections while keeping the rest of the document locked. This is particularly important in regulated industries where documents contain sensitive information that only authorized personnel should modify. Document protection ensures data integrity by controlling exactly what each user role can edit.

What Security Features Does Document Protection Provide?

TX Text Control's JavaScript rich text editor provides advanced document protection. Users can configure protection through the Permissions ribbon tab in the browser interface, while developers can set it programmatically. The editor supports multiple protection levels:

Read-only mode : No editing allowed, users can only view. Read and select mode : Users can select and copy text, but not edit. Password protection : Requires credentials to unlock editing. Editable regions : Specific sections assigned to particular user roles.

Using editable regions, administrators define which document sections specific users can modify. A doctor edits medical findings, a nurse updates vital signs, and billing staff modifies insurance codes in the same protected document.

How Does Role-Based Document Protection Work?

Consider an electronic health record document. When a doctor opens the document, the JavaScript rich text editor loads with UserNames = ["Doctor"] . They can only edit the medical findings region, while all other sections appear as read-only. When a Nurse opens the same document with UserNames = ["Nurse"] , they can only edit vital signs. Medical content and billing remain protected.

Developers configure user roles through authentication settings, and the document editor automatically applies protection during initialization:

// Configure editor with authenticated user's role settings.UserNames = new[] { userName }; settings.EditMode = TXTextControl.Web.EditMode.ReadAndSelect | TXTextControl.Web.EditMode.UsePassword;

What Security Benefits Does Password Protection Provide?

Password protection requires credentials before users can access editable regions. Users cannot modify the content without credentials, even if they gain access to the document file. This combines role-based permissions with password encryption and provides layered security.

The browser-based editor imposes restrictions client-side, but protection is embedded in the document itself. Protection still applies when the downloaded document is opened in Microsoft Word or TX Text Control. This helps organizations to implement role-based editing, maintain audit trails, guarantee compliance with data protection regulations (HIPAA, GDPR), and prevent unauthorized tampering.

Learn More

Check out this article for detailed guidance on Document Protection:

Document Protection in ASP.NET with TX Text Control: Healthcare Use Cases

5. Large Document Management with Section-Based Navigation

Large documents like patient records, legal case files, and technical manuals often exceed hundreds of pages with multiple sections. Users need efficient ways to jump between sections without endless scrolling through content.

What Makes Large Documents Easy to Navigate?

TX Text Control's JavaScript rich text editor provides features for structuring and organizing long documents:

Table of contents : Automatically generates from heading styles, updates dynamically as content changes, and provides clickable links to navigate sections. Document sections : Divide documents into manageable parts with different headers and footers per section. Page numbering : Configure unique formats per section (roman numerals, arabic numbers, etc.). Page orientation : Mix portrait and landscape pages within the same document.

How Do Sections Improve Document Formatting?

Document sections allow different formatting within a single document. A typical legal brief might include:

Cover page section (no header, no page number) Table of contents section (roman numerals: i, ii, iii) Main brief section (Arabic numbering: 1, 2, 3... with header) Exhibits section (different header showing exhibit number)

Each section maintains independent formatting while belonging to the same document file. Users insert section breaks through the document editor's Insert menu, configure section-specific headers and footers, and set page numbering formats per section.

How Does TX Text Control Handle Large File Performance?

For large files, TX Text Control's JavaScript rich text editor utilizes an optimized internal format that delivers improved performance compared to other formats. The internal format loads faster by eliminating complex parsing steps, stores compactly with smaller file sizes, and preserves all features without conversion overhead. Organizations can maintain documents in the internal format throughout editing and collaboration workflows, converting to formats like DOCX or PDF for final distribution. This approach maintains fast load, edit, and save operations while preserving complete format compatibility.

What Are Real-World Use Cases Using Sections?

Physicians use healthcare portals to navigate large patient charts with multiple sections. Legal platforms enable attorneys to edit complex briefs with automatic table of contents generation. Enterprise documentation systems support technical writers managing multi-section manuals with consistent headers, footers, and page numbering.

FAQ What makes TX Text Control different from open source rich text editors? Open source editors weren't designed for enterprise document automation. TX Text Control combines an enterprise-grade JavaScript rich text editor with server-side processing to handle complex document workflows — MailMerge, track changes, form fields, document protection, and sections. Test it for yourself in the demo .

When should I choose a commercial rich text editor over open source alternatives? Generating contracts from templates, managing multi-party document reviews, processing fillable forms, implementing role-based document protection, or handling multi-section documents. A commercial rich text editor like TX Text Control supports these document workflows along with many others. Try it out with the free trial on your own documents.

Can TX Text Control handle large documents? Yes, TX Text Control efficiently manages large documents through its optimized internal format . The document editor also supports multi-section documents with automated table of contents, independent page numbering, and mixed page orientations — all essential for large documents.

Does TX Text Control's JavaScript rich text editor work with React, Angular, and Blazor? Yes, TX Text Control's JavaScript rich text editor works with React , Angular , Blazor , and other modern JavaScript frameworks. The editor provides a fully-featured JavaScript API for programmatic control.

Is TX Text Control's rich text editor cross-platform compatible? Yes, TX Text Control supports cross-platform development with .NET Core for Linux and Windows servers. The server-side components support containerized deployments with Docker for cloud-native architectures.

Conclusion

TX Text Control combines an enterprise-grade JavaScript rich text editor with server-side processing that enables organizations to automate complex workflows: contract generation, multi-party review, forms processing, role-based protection, and large document management.

Getting Started : Try TX Text Control for free to test these workflows in your own application, or contact our team for guidance on implementing document automation for your specific use case.

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