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.

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