Currently, you only have the workflow action “Send Document” by email or SMS, but there is no way to generate or create a document from a template for a contact within workflows.

This would be extremely helpful now that contracts and uploaded files are available in the client portal. So that when a contact is updated they can log-in to the portal and download all specific files that have been made available without having everyting to send by e-mail or SMS. That what the portal is for but now needs to be done manually!

There is already robust file management and document creation functionality, but the automation side is very limited. We keep being forced to rely on third-party solutions instead.

Please make this possible!