The Generate from template step allows you to create documents in a business process by using templates uploaded to the system. The system automatically inserts relevant process data into the document.
As a result, you have, for example, a contract that already includes the signing date, the contractor's name, and the contract price.
Only users included in the Administrators group can configure the Generate from template element.
Configuring Generate from template step
On the process page, click + Add step and select the Generate from template type.
Add the step where you need the system to create a document.
Read more about the document generation in this article.
Found a typo? Highlight the text, press ctrl + enter and notify us