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Document template creation

Procesio allows you to work with documents by creating your own templates according to your requirements. The Document Designer gives you the ability to choose how the data is presented in your flows and with the use of variables you can create dynamic documents.

1. Navigate to the Document Designer section and click Create new document.

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2. Create the variables you wish to use by clicking + Create new variable.

3. Add the text and variable to your document. The variable can be added by clicking on it in the Template variables section.

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4. Click Save Document.

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Updated 04 Mar 2022
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