Product Tip: How to create Document templates in Kissflow and email them through Integrations
Here’s a quick video explaining how you can automate PDF generation using Document templates in Kissflow and email it through Integrations.
https://www.loom.com/share/1afb4fd76ca540b588f0736f191423ec
What is a document template?
You can use a document template to automate the generation of your process-related PDFs. You must be a Process Admin or a Process Developer to create these templates.
For example, suppose you are an HR manager and manage the ‘Recruitment’ process in your organization’s Kissflow account. In that case, you can create a document template that can help you generate offer letters automatically when the candidate progresses through the interview process and gets the offer.
When do I need to use it?
Here are a few examples of how different industries and teams can use this feature:
- HR Team - Generate the employee offer/exit forms.
- Finance Team - Generate reimbursement bills
- Shipping and Logistics - Generate PDFs every time a purchase order is completed
- Educational Institutions - Generate mark sheets and certificates for the students.
- Quality Assurance - Generate certificates for brands
Click here to learn how to create a document template from scratch.
If you have any other questions about creating document templates, leave them in the comments.
Do react to this post if you found the video helpful. Tell us what tip you would like to see next in the community.
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