Word documents

The Generate Word step takes a Word template, puts the record's values into it, and offers the document once the run finishes. That is how a sales contract becomes one button press.

1. Prepare the template

Write the document in Word exactly as you want it, and put a placeholder in double braces wherever a value belongs:

SALES CONTRACT
Buyer: {{clientName}}
Property: {{propertyAddress}}
Value: {{dealValue}} EGP

2. Upload it in the step

From Properties, upload the .docx file. Other file types are not accepted.

3. Map the placeholders to fields

Each placeholder gets a row: its name as written in the document, without the braces, and the field it takes its value from.

4. Run and download

After a successful run, the result dialog offers the filled document.