Document Generation & Parsing - CasaAI Documentation

{
  "template_id": "tpl_lease_v3",
  "tenant_id": "tenant_45",
  "unit_id": "unit_9A",
  "clauses": ["pet_addendum", "parking"],
  "output_format": "pdf"
}

{
  "document_id": "doc_1209",
  "status": "generated",
  "url": "https://files.casaai.dev/leases/doc_1209.pdf",
  "checksum": "5f8c1d..."
}

What it does

Auto-fills leases, notices, and summaries from templates and property data.
Parses uploaded PDFs to extract structured fields for tenants, units, and payments.
Maintains version history and auditability.

Why it matters

Save time on repetitive document prep.
Reduce errors and rework with consistent templates.
Keep structured data in sync with your source of truth.

How it works

Ingest templates and docs

Upload templates (DOCX/PDF) and specify merge fields. Upload PDFs to parse (leases, receipts, inspections).

Generate outputs

AI fills templates with unit, tenant, and payment data; adds clauses based on rules; and produces PDFs.

Route and store

Send documents to tenants, vendors, or storage (Drive/S3). Store parsed fields for search and reporting.

Configuration checklist

Template fields mapped to properties, units, tenants, rent schedules, and clauses.
Approval routing for generated documents.
Storage destination and retention rules.

Example generation request

{
  "template_id": "tpl_lease_v3",
  "tenant_id": "tenant_45",
  "unit_id": "unit_9A",
  "clauses": ["pet_addendum", "parking"],
  "output_format": "pdf"
}

{
  "document_id": "doc_1209",
  "status": "generated",
  "url": "https://files.casaai.dev/leases/doc_1209.pdf",
  "checksum": "5f8c1d..."
}

Diagram

Financial Reporting Dashboard insights

​What it does

​Why it matters

​How it works

​Configuration checklist

​Example generation request