Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

After setting up word replacements and having uploaded templates, you can then choose what statuses you want these templates to show up on. These conditions are entirely customizable; you can choose between different workflows within the project, and arbitrarily assign templates to any statuses at will.

Just as in the cloud version, click on the project settings icon in the bottom left of the project view.

...

Then, scroll down the list of project settings till you see a section labeled DocGen, just as in the Manage Apps screen.

...

And here you can associate templates to specific workflows and statuses. Note that the displayed statuses will change according to the workflow selected, and you can swap between workflows while still keeping statuses selected.

...