Create your templates using tags that will later determine where the system should import data from. Thanks to this, creating a document from the task will take only a few moments. Compared to creating reports manually, this is a colossal improvement in process efficiency.
If the documents you need are generated periodically, you can use the “Generate Attachment” post-function to automatically generate files at the right time. Thanks to this, all you have to do is download the file or send a link to it.