File management
Docugenerate for your Agent
Flow can find and read files in Docugenerate, and with read and write access it can save its drafts there.
It asks for your approval before it changes anything in Docugenerate. Connect with an API key from your Docugenerate account.
Connect Docugenerate in three steps
01
Connect an account
In Tendersight, open Settings, then Integrations, and connect Docugenerate.
02
Choose what the Agent may do
Choose the Agent’s access: Read only, Read and write, or Disabled.
03
Ask, or let an event start the work
Ask Flow, or have it set up an event trigger for Docugenerate.
What Flow can do depends on what Docugenerate offers through its API and on the access you choose.
Things to ask
Type these to Flow once Docugenerate is connected.
- Docugenerate
Find our latest ISO 9001 certificate in Docugenerate and attach it to the bid.
- Docugenerate
Save the filled technical offer to the tender folder in Docugenerate.
About Docugenerate
Docugenerate turns Word templates and JSON data into polished PDF documents. Streamline document automation for tasks like contracts, invoices, and certificates.
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