Home‎ > ‎Site Admins‎ > ‎Blocks‎ > ‎

Document Templates Block

This block allows one or more templates to be selected during an intake, then automatically generated when the intake is completed.


A typical setup would have the block on a intake form, without the generate option selected. This would display a multiselect list of templates.

The block would also be put on the last step of the intake, with the generate option selected. This would not display anything on the form, but the documents would be generated when the form was submitted. Documents are generated in the background and automatically added to the case's Generated Documents folder.

Configuration Options

* Generate Documents from Templates