Hi, I am building a Workflow for the approval of credit Applications, once all approvals are done I capture all the relevant info into a document template to generate an Approval letter which is sent to the Client. For this I am using the Update Document Action which creates the document in the desired Library. I am unable to open the document however, it seems to be getting corrupted somewhere in the process. Has anyone encountered this before and how do I fix it?
Document Created Successfully:
Error When trying to open:
Snippet from my word Template:
Do you have Document Generation available to you? that will insert data into a word template for you and convert to PDF all in one? Should be part of your subscription license?
Hi Cassy, thank you for the reply and thanks for the article you wrote on using a template for Update document, I'd still be stuck if not for that!
I did look at Document generation as a first option but got stuck with the Table Data, I'm not inserting a table of data but rather content Control values in different places on the document.
In case anyone else gets stuck on this and until I find a better solution here is how I resolved the problem. After much research I came across this article: Generating a document from list item - dotx vs docx written by which explains that using a .dotx template causes an error with your document and you should instead use a .docx template, after that I was able to successfully create a word document which opens with no error. However trying to save the document as PDF still resulted in an error so created my document as .docx and then added a convert document action which successfully converts my document to a pdf with no errors.