Document automation

What is document automation?

It is the automatic generation of Word docx documents with a Fliplet app. We also support PDF generation from Fliplet apps.

What features are available in doc automation?

Fliplet’s document automation is very powerful as it has a full programming language that can process data before passing it into the Word document.

The features available are:

1. Use data within apps from forms, decision trees, or databases
2. Link to other tech products via API
3. Produce 1, many, or a suite of docs
4. Docs produced from a Word or email template
5. Apps use Javascript to perform calculations and data manipulation
6. Trigger notifications, emails, or downloads
7. Track all data and analyze in Studio, excel, or a database

Word templates can:

1. Insert single values or sections
2. Remove sections
3. Insert images and digital signatures*
4. Generate tables/lists
5. Generate sentences and numbers*

For PDFs we can: 

1. Insert text or images
2. Create or remove pages
3. Fill in forms
4. Set document metadata
5. Email PDF as an attachment

* may require additional javascript libraries.