DOCUMENT GENERATION

Generate Documents Automatically from Your Workflows

FormAssembly’s advanced document generation feature helps teams turn structured workflow data into polished documents – without the need for manual formatting or copy-and-paste – and route them to the right people, systems, and next steps.

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Create documents automatically as part of your workflows

FormAssembly makes it easy to automatically generate applications, agreements, confirmations, reports, and certificates using the data collected throughout your workflows.

Instead of manually compiling information into templates, a workflow can generate documents dynamically using structured data collected from forms, integrations, and workflow variables.

Design document-driven workflows with AI assistance

Fai helps teams automatically generate documents based on the data they collect. Describe the process you want to automate, and Fai can generate the workflow structure you need – including forms, logic, and document steps – while keeping you in full control of data structure, automation rules, and integrations.

Common examples include:

  • Application and enrollment documents
  • Contracts and agreements
  • Invoices and receipts
  • Certificates and confirmations
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Turn workflow data into dynamic documents

FormAssembly makes it easy to automatically generate documents using structured data captured throughout your workflows.

Template-based document generation

Upload document templates and map fields to workflow data so documents are generated automatically with the correct information.

Dynamic document content

Use conditional logic and repeating data sections to generate documents that adapt to each submission.

Automated document routing

Send generated documents directly to email recipients, storage systems, or connected platforms as part of your workflow.

Common ways teams generate documents with FormAssembly

Application and enrollment documents

Automatically generate completed application forms or enrollment confirmations using submitted information.

Contracts and agreements

Create agreements populated with submission data and route them for review or signature.

Invoices and payment confirmations

Generate payment-related documents after transactions or workflow steps are completed.

Certificates and completion documents

Automatically issue certificates or confirmations when participants complete a program or process.

Internal reports and summaries

Generate documents that summarize workflow responses for internal review or record keeping.

Documents for signature workflows

Create documents that can immediately move into e-signature steps for final approval.

FAQs

How does FormAssembly generate documents?

FormAssembly uses templates that contain tags mapped to workflow data. When a workflow runs, those tags are automatically replaced with the appropriate data to generate a finished document.

What types of documents can be generated?

Organizations commonly use FormAssembly to generate contracts, application summaries, invoices, certificates, confirmations, and reports.

Can document content change based on workflow data?

Yes. Templates can include conditional sections and repeating content so documents adapt to each submission.

Can generated documents be stored automatically?

Yes. Documents can be routed to connected systems or storage platforms as part of the workflow.

Can documents be used in approval or signature processes?

Yes. Generated documents can be routed through workflow steps such as approvals or e-signatures.

Do users need technical expertise to create document workflows?

No. With AI assistance from Fai and guided workflow configuration, teams can build document generation workflows without coding.

Start automating document creation with FormAssembly

See how FormAssembly helps teams automatically generate documents, streamline approvals, and move workflow data into finalized records and agreements.

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