Generated from Template documents are a special type of documents that allow users to generate Standard Operating Procedures using a template and a process. It can be used to generate various custom documents depending on the chosen template.

Creating a Generated from Template document

1. Create a new document and select Generated from Template as the type. Refer to the section on document creation for more details

2. Select a process that will be used to generate the document. The content of the document will be populated with information from the selected process. After selecting the process, choose a template that the document will be generated from.

3. Save the document

Custom Sections

There is a third tab labelled “Custom Sections”. This allows users to enter headers and custom richtext that will be injected into the resulting output. This feature can be used as an alternative to hard-coding content in the templates when generating a Standard Operating Procedure. Static content can be put in these section and quickly modified depending on business needs.

Generating the Document

To generate the document, make sure you are on the Generated from Template details or graph page

1. Click on the Generate from Template button

2. The document will be downloaded directly to your computer


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