Create new document in Workflow
I would like the ability to create a new document within an existing workflow.
For example, I have a document going through the workflow to highlight user error.
We then decide halfway through the workflow that another document 'credit note' needs to be raised to credit the customer back.
I would like the error document to continue as normal and the credit note to be raised using the data within the workflow. This could be defined with Assign Data.
The document "Credit Note.pdf" would be added to the merge forms section in forms.
Please see attached.
8
votes
Shawn Cartwright
shared this idea
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Shawn Cartwright
commented
Has this been considered? It would be REALLY helpful?