Using the Document Template Editor

Using the Document Template Editor

Once you have a document generation task in your workflow, you can now edit and design your document template.

Additionally, you will be able to view and open document templates in your service by navigating to the "Document Templates" menu in your service:

Document templates menu

Now, to edit and design your document template:

• Open the document template editor from the "Edit button" in either a task configuration form or listed document templates as shown previously.

Editing Document Information

• Click on the "Edit Document Info" button

• The following settings are available:

  • Document Title

  • Document Type

  • Validity Period: The duration in days during which the generated document will be valid

• Save the details once complete

With the document template editor, you can now design the layout and all other aspects of your documents. These are covered in the next sections. Enjoy!