Workflow Modules and Mapping
Configure form, condition, document, file, and delivery modules in a workflow.
Each module performs one action. Select a module on the canvas to configure it.
Form
Collects data and starts the workflow
Must be the first module
Condition
Routes a run through different branches
Requires connected outcomes
Template
Merges workflow data into a template
Requires a selected template and token mapping
Convert
Converts a generated document to PDF
Requires one upstream document
PDF Append
Combines files into one PDF
Requires at least two supported inputs
Email Delivery
Sends files as email attachments
Requires files and email settings
Webhook Delivery
Posts output to a webhook endpoint
Requires files and a valid endpoint
eSign Delivery
Sends PDF documents for signing
Requires files, signers, and eSign settings
Map Form Fields to Template Tokens
A Template module generates a document from a selected Docupilot template. Map each template token to the workflow value that should populate it.
Add and select a Template module.
Select a published template version.
Map the template tokens to fields from the Form module.
Review the mappings and save the workflow.
For example:
{{client_name}}
Client Name
{{customer_email}}
{{selected_package}}
Package
If a field is unavailable, update and publish the selected form from Extensions, then return to the Template module.
Add Conditions and Branches
A Condition module selects a path by evaluating submitted workflow data.
For the sales contract example:
If Package is Standard, generate the standard agreement.
If Package is Premium, generate the premium agreement.
Use the default outcome when no configured rule matches.
To configure a condition:
Add and select a Condition module.
Add an outcome for each required path.
Add rules to every non-default outcome.
Connect each outcome to its next module.
Keep one default outcome and connect it to the appropriate fallback path.
Convert Documents
Use a Convert module when a generated document must be a PDF before it can be appended or delivered.
Connect the Template module to a Convert module.
Select the upstream document.
Enter the output file name.
Append Files
Use PDF Append to combine two or more supported PDF or PNG inputs into one PDF.
Connect the source modules to a PDF Append module.
Select the files to include.
Arrange the files in the required order.
Enter the combined output file name.
If an upstream document has an unsupported format, add a Convert module before PDF Append.
Add Deliveries
Delivery modules are terminal modules: they send the final files and do not connect to another module.
Email Delivery sends selected files as email attachments.
Webhook Delivery posts workflow output to another system.
eSign Delivery sends PDF documents to configured signers.
You can use form values in supported delivery fields, such as recipients, subjects, messages, or webhook values. Select the files produced earlier on the same path and complete every required delivery setting.
Every published workflow path must end in a delivery module. A delivery cannot use a file produced on an unrelated or later path.
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