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Question
Workflow Automation - Form Filler
Hello, has anyone used the Form Filler automation in Workflows? The Ideagen help guide says:
- Form Filler populates a Word template with data from the Workflow.
The filled form can then be attached to the Workflow as a record, added to the document tree in a specific location, or both. The form can also be converted to PDF for final storage if desired.
which sounds like it could be really helpful. How do I set up the Word template so it can be populated? And how do I set up the Workflow so that it will populate the template?
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