May 22, 2023

We released minor bug fixes, UI improvements and a major new feature, Document Generation, which lets you dynamically fill your own document templates with application data.

Release Details

Here's what you can achieve with Document Generation:

  • Create Standard Document Templates: Create your own document templates by uploading a fillable PDF file. Easily map the document fields using variables, values, or formulas.
  • Generate Documents with Application Data: Once your document template is set up, you can generate documents with application data. In just a few clicks, you can create fully populated documents that reflect the relevant information from your applications.
  • Automate Document Generation: By adding a corresponding action to your automation workflows, you can trigger document generation seamlessly and eliminating the need for manual work. You also have the option to send the auto-generated document via email, making it effortless to share it with the necessary recipients.