Document Generation Setup Form
Configure your document generation workflow efficiently and elegantly. All descriptions and titles remain consistent across the form.
Workflow Name
*
Document Type
*
Please Select
Invoice
Contract
Report
Certificate
Letter
Proposal
Other
Select Template
*
Please Select
Standard
Modern
Minimalist
Classic
Custom Upload
Data Source
*
Manual Entry
Spreadsheet Import
Database Connection
API Integration
Output Format
*
PDF
Word (.docx)
HTML
Excel
Delivery Method
*
Download Link
Email Attachment
Cloud Storage (e.g., Google Drive, Dropbox)
Send via API
Scheduling
*
On Demand
Daily
Weekly
Monthly
Custom Schedule
Document Naming Convention
Notification Preferences
Send Email on Success
Send Email on Failure
Webhook Notification
Additional Instructions
Set Up Workflow
Should be Empty: