Create Document

Links to specific template profiles can be added to manual workflow tasks. For example, to create a response letter that has the customers details already filled in from the index data of the Therefore™ document or case that started the workflow.

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Note:

  • If the template profile has a defined source category or case, this can only be used with workflows for that category or case.

  • If the template has no defined source category or case, it can be used with any workflow.

  • Form template profiles can also be selected to submit a new form.

Add
A new link can be added to the task.

Link Title
A name for the link (this is what the user will see).

Profile
Choose the relevant template profile from the drop-down list.

Transition
A transition can be specified that will automatically be used once the document has been successfully created.

Delete
Links can be deleted by selecting and clicking Delete.