How do I create a new Document Designer?

Document Designer is an essential feature that lets you easily create PDF documents, customize them, and send them directly to clients for further perusal within the workflow automation platform. Regularly used documents such as invoices and purchase orders can be mapped to workflows where data will be filled automatically. Let’s look at the steps in creating a new document designer. 

  • Go to the Document Designer option in the menu on the left. 

  • Click on the Create button and select the workflow for which you want to create the document. 

  • Enter the document name and click on the Save button in the top right corner. 

Now a new document designer has been created.