Document Creation in the Workflow
Document Creation in the Workflow
An applicant is accepted in the workflow — and the employment contract writes itself: our solution creates documents directly from DocuWare workflow tasks. From stored templates and the document’s index data, finished contracts, delivery notes or order confirmations emerge — dynamically as Word or Excel files, triggered by a new document or a form submitted via DocuWare Forms.
Contact us now!What the solution delivers
Documents emerge in the workflow
Creation is triggered directly from the DocuWare workflow — for example when a new document arrives, a form is submitted via DocuWare Forms or a case reaches a defined status. No switching to Word, no copying things together.
Template + index data = finished document
You provide your templates — we connect them with the document’s index data. Names, dates, amounts and terms fill the placeholders automatically: the template becomes a finished, correct document without copy-paste errors.
Word and Excel, dynamic
The solution dynamically generates Word and Excel files — from multi-page contracts to tabular statements. Layout and formatting come from your template, the content from DocuWare.
Examples from practice
Typical use cases:
- Employment contract created automatically once an applicant is accepted in the HR workflow
- Sales contract when a sale has taken place
- Delivery notes and order confirmations from running cases
Four steps to automatic documents
From template to finished contract — triggered by your workflow.
Define the use case
Which documents should be created — and what triggers their creation?
Prepare templates
Your Word and Excel templates receive placeholders for the index data.
Workflow connection
Creation is tied to the right workflow tasks or DocuWare Forms.
Operation
Documents are created automatically, land in DocuWare and continue through the process.
At a glance
- Triggered by workflow tasks or DocuWare Forms
- Templates + index data = finished document
- Dynamic Word and Excel files
- Typical: contracts, delivery notes, order confirmations
- No transcription errors from copy-paste
Frequently asked questions
Which file formats can be created?
Word and Excel files — generated dynamically from your templates. You define layout and formatting in the template; the content comes from the index data.
What triggers the document creation?
A workflow task in DocuWare — for example a newly received document, a form submitted via DocuWare Forms or a reached status such as “applicant accepted”.
Where does the document content come from?
From the index data of the triggering document or form — names, dates, amounts and further fields fill the template’s placeholders automatically.
What happens to the created document?
It is stored in DocuWare and immediately available there — for the further workflow, approval or dispatch.
Create documents automatically now
Bring one of your templates — we will show you how it becomes an automatic process.
Contact us now