Documents
Use the Documents action A tool for building the processes, logic, and direction within workflows. Actions are the steps the workflow performs to complete a process. group to generate template-based documents from a selected document package. Document packages are templates that contain data based tags that allow to generate a documents based on wide variety of data. The Run document package action uses that data to generate a document based on the information and data tagged in the document template.
The Documents action group contains the following workflow actions:
Before you begin:
-
Learn about Introduction to document generation
-
Understand Variables
-
Learn about Handling files in your workflow