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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.

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