Workflow Documents
Documents are template-based files that workflows can generate. They are generated automatically from templates using data collected through forms, calculated with formulas, or retrieved from external systems.
Each workflow can generate multiple documents, and these documents can be attached to emails, sent via HTTP requests, or made available for download.
Adding Documents to Workflows
Documents are created by selecting a template from your organization's template library.
You can:
- Add multiple documents to a single workflow
- Use the same template for different documents with different data bindings
- Configure how form fields and formulas map to document tags
- Generate documents in DOCX or PDF format
Mapping Data to Documents
Document templates contain placeholder tags (e.g. {{ MyTag }}
or {{ MemberName }}) that need to be populated with data.
Data can come from:
- Form fields — Direct mapping from form submissions
- Formulas — Calculated values and transformations
- Workflow variables — Data from previous steps or external systems
Tag bindings define how this data flows into your document templates, allowing you to control exactly what appears in each generated document.
Example
The example below shows how to map a form field to a document tag. In this example, we bind:
- The
{{ MemberName }}document tag to the Full Name form field - The
{{ MembershipLevel }}document tag to the Membership Package form field - And we use a formula to calculate values for the
{{ ContactName }}and{{ ContactEmail }}tags, based on the Membership Package form field value
Using Documents in Workflows
Once generated, documents can be used throughout your workflow:
- Email attachments — Automatically attach documents to notification emails
- HTTP requests — Send documents as part of API calls to external systems
- Download links — Provide access to generated documents via download URLs
Documents are generated on-demand when needed, and are cached during workflow execution to avoid regenerating the same document multiple times.
Document Formats
Documents can be generated in two formats:
- DOCX — Microsoft Word format, preserving all formatting and structure
- PDF — Portable Document Format, suitable for sharing and archiving
The format is selected when the document is used (for example, when attaching to an email or sending via HTTP request).
