If you are using a special font to be displayed in your documents we suggest you embed the font in the template.įor more information please refer to Embed fonts in Office documents (Microsoft)īy default, the documents generated from the Document templates feature are not editable (these are a final document for read-only purposes). It will contain the information of the Customer and the Products purchased. To illustrate how to perform these steps, in the following chapters we will configure the generation of a simple Invoice. If you are configuring several Document Templates be sure to set the conditions with which each document is to be generated. Configure the automatically generated Document Template on the Action (on enter, on save, on exit) of the Activity.Configure the manually generated Document Template Control in the Activity form.Configure the control relating the template and mapping the information for the template from the data model.

To generate Document templates automatically, via Expression.ģ.

To generate Document templates manually, by the end user clicking a Generate button.

Define how to generate the document template. Create the template with the required format to be understood by Bizagi.Ģ. To create a document just follow the next steps:ġ.

Automatically by Bizagi using an Expression.

Manually by end users clicking a Generate button.

You can configure Document Templates to be generated by two ways: Document Templates are stored as file type attributes that can be downloaded or sent via e-mail at any time during the Process life cycle. Through an intuitive wizard these templates can be associated and configured to obtain and display specific information of the Process data model. Outputs can be generated in the same format as the base template or in PDF. Templates are based on Word, Excel or plain-text templates, that can hold and display many different type of content such as images of various kinds, watermarks, character formatting, tables, formulas etc. This feature will have you produce functional, polished business documents that comply with your corporate image and standard. Through the Document Templates feature you can easily define and generate documents containing information of the Process. Bizagi allows you generating out-of-the-box documents in Word, Excel, plain text or PDF format.

Word document templates free download