Creating Document Templates

This page will take you through what document templates are and how to use them in Onestop

Creating Document Templates

Document templates are created by first creating document generation tasks in your workflow. Document generation tasks are fully automated.

Creating a Document Generation Task:

To create a document generation task:

• Open your service

• Drag and drop the service task type to the workflow area.

• Give the task a title

• Chose the type for the task as "Generate Document"

Creating a new document generation task

• In the task configuration form, click on the Document Template edit button as shown below.

• The document template editor should appear as shown below.