Automated Company Document Creation System

⸻

PROJECT REQUIREMENTS FOR ONLINE DOCUMENT GENERATOR SYSTEM

Purpose:
Build an online system that automates the generation of company setup documents by filling out a template with client-specific information and saving all generated files in a database. The system must run online using existing hosting.

⸻

1. Core Functionality

a. Template Handling
• The system uses a fixed template (PDF or DOCX) with placeholders.
• User fills a form with client-specific data.
• System replaces placeholders in the template with the form data.
• A PDF file is generated from the updated template.

b. Replaceable Information

The form must collect the following data to replace in the template:
• Company Information:
• Company name
• Company number
• Company address
• Registration date
• Director Information:
• First name
• Last name
• Date of birth
• Nationality
• Address
• Role
• PSC (Person with Significant Control) Information:
• Same fields as Director
• Shareholder Information:
• Same fields as Director
• Number of shares
• Share class

If there are multiple Directors, PSCs, or Shareholders, the system should:

• Dynamically create a new page for each additional person (in the PDF).
• Repeat the layout/format from the original template page for that role.

c. Fixed Information
• Some information in the template never changes and must remain static.
(The developer can hard-code these values or keep them in a settings file.)

⸻

2. Form System
• Build a web form with structured input fields for:
• Company info
• One or more Directors
• One or more PSCs
• One or more Shareholders
• Add functionality to dynamically “Add another person” for Directors, PSCs, and Shareholders.

⸻

3. PDF Generation
• After form submission, the system:
• Fills the template with the provided data.
• Generates a downloadable PDF document.
• Saves the PDF in the database (linked to the company record).

⸻

4. Database Functionality
• Each company created should be stored in a database along with:
• All entered information
• The generated PDF file
• Timestamp of creation
• User should be able to search/view/download previous company records.

⸻

5. Hosting & Access
• The system must be hosted online using your existing hosting server.
• Should have a simple login or admin panel (optional but recommended).
• All data and files must be saved on the server (e.g., in MySQL and file storage).

⸻

6. Technology Suggestions (for developer)
• Frontend: HTML + JavaScript + Bootstrap (for form)
• Backend: PHP / Node.js / Python (based on host compatibility)
• Database: MySQL or PostgreSQL
• PDF Generation: Library such as TCPDF (PHP), pdfkit (Python), or Puppeteer (Node.js)

⸻