Bring DocuGenerate into
the flow of work.
A little less busywork with DocuGenerate.
Gather contextDo the workReview & share
Document5 capabilities+
- Delete document
Delete a document by ID
- Generate document
Generate a document from a template
- Get document
Get a document by ID
- List documents
List documents for a template
- Update document
Update a document by ID
Template3 capabilities+
- Delete template
Delete a template by ID
- Get template
Get a template by ID
- List templates
List all templates
Frequently asked
questions.
What could an Ambacti integration do with DocuGenerate?
The documented operations include Document: Delete document; Document: Generate document; Document: Get document; Document: List documents.
Could I keep a workflow read-only?
For a read-only workflow, limit account permissions to reading data and exclude actions that create, update, or delete records.
Will every action run automatically?
Choose which steps could run on their own and which should pause for review. Changes should follow the permissions and approval rules you set.
Do I need to review actions in DocuGenerate?
Decide which work could run on its own and which steps need your review.