Generating documents based on templates

One of the key features of the Document Management Plugin is the ability to generate new documents using custom templates, which can be pre-filled with data relevant to the current process instance. These templates can be easily configured using the What you see is what you get (WYSIWYG). You can create and manage your templates by accessing the Document Templates section in FLOWX.AI Designer.

Let's explore the details of defining and managing custom templates and adding process actions for document generation:

»WYSIWYG»Managing HTML templates»Generating from HTML templates