Table of Contents

Generate case documents in a case life cycle (8.4)

Save time and increase the automation of your business processes by generating case documents as part of the case life cycle. Document templates can now have dynamic tags that your application populates with information that is specific to the case, for example the case ID and date. You create the templates in a word processor, save them in the .docx file format, and then upload them to your application. The output document reflects any styling that you apply. To further customize your document, you can include the following dynamic elements in your templates:

  • Fields from a case data model
  • Attachments
  • Views
  • Correspondence
  • Headers and footers

The following figure shows the window in which you can search for and copy tags into your template:

Selecting tags for a document template
Selecting tags for a document template
Selecting tags for a document template


After your application generates a document, users can view and download it in the Recent content section of the case portal. If you add attachments in a .docx file format, your application generates them as a part of the main document. If you attach files in a different format, your application adds them as attachments. 

You can quickly locate problems with tags in a template by checking the generated document for inline error messages, for example, if you insert an incorrect tag.

For more information, see Generating case documents in Dev Studio, Generating case documents in App Studio.

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