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:
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!
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