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Document Generation

The Document Generation feature allows creating Word or PDF documents linked (defined) to the process based on data collected in the system for a given case. It enables automation of this step and standardization of documentation from one place.

Information about the Generated Document​

The document is generated based on:

  • Task (case) data
  • Selected template
  • Generating user
  • Generation date
  • Other variables defined in the template

Document Generation Process​

  1. The user opens the task details.
  2. Selects the "Generate Document" option from the floating menu.

Floating button

  1. Chooses the document template and file format: PDF (default) or Word.

Template and format selection

  1. Confirms the document creation.

Effects of Document Generation​

  • The document is created and linked to the task.
  • The user can download or send the document using functions like return for completion, transfer to another user, or send via email directly from Task Manager.

Document Preview​

The task details display a list of generated documents with dates and users.