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What are the Add File to Document and Create New Document tasks?

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The Add File to Document and Create New Document workflow tasks can create new files based on an existing PDF, Microsoft Word template, or Microsoft Excel template, and also fill them with index data from the source category. The Add File to Document task adds such files to an existing Thereforeā„¢ document. The file is always added to the current Workflow document.

The Create New Document task creates a new Thereforeā„¢ document and adds the generated PDF, Microsoft Word, or Microsoft Excel file. For this task file generation is optional; it can also create an empty Thereforeā„¢ document. It is also not limited to the source document or workflow. New documents can be generated in any category.

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