Primary Flow
Generate Documents
Enter an application number, preview the selected templates, then generate the Word file and server-side PDF.
Remote PDF conversion: Managed by DocuGen
The populated Word document and PDF are generated and stored server-side.
Preview
Ready when selectedSaved generations
History
Download a previous version without creating a new generation.
Template Management
DOCX importField Mapping
Manual override readyAdministrator view
Audit
All generations, including requests started from Salesforce.
Integrations
UnknownUser Management
Access controlManage DocuGen permissions after a person has been granted access in Flight Control.