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Documents
Documents are templates that utilize information from your data sources to generate finalised documents. This is accomplished using Fields, which automatically populate the documents with existing data.
Access
Like Forms, Emails, and Workflows, Document Templates can be accessed via the Library.
Features
Fields
Fields serve as placeholders for your documents. These Fields will be replaced with information coming from your data source or inputted parameters when generating the document.
Conditions
You can set your document to show different text based on certain conditions through conditional statements.
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