We are incredibly excited to announce the Box Doc Gen outcome in Box Relay, enabling teams to dynamically generate custom, on-brand documents without leaving Box. As part of our Enterprise Advanced plan, this new enhancement eliminates the need to manually create and modify mission-critical documents, reducing turnaround times, and mitigating risk while improving operational efficiency.
With the Box Doc Gen outcome in Box Relay, users can configure Box Relay workflows that automatically leverage Box Doc Gen templates to generate custom documents. When used in tandem with other Box Relay triggers and outcomes, like the Box Forms trigger and the Box Sign outcome, teams can automate the end-to-end process of generating documents, sending them for e-signature or approval, and tracking the entire process all without leaving Box.
Box Doc Gen empowers teams to automatically generate custom, error-free documents in a matter of seconds — with just a few clicks, you can leverage data from the following sources to instantly generate accurate, custom documents based on dynamic templates that handle everything from conditional formatting and dynamic tables to custom images and arithmetic calculations with the Box Doc Gen outcome in Box Relay:
- Box Forms submissions via the Box Forms trigger in Box Relay
- Box Relay workflow variables
- Manual data entered within the workflow template in Box Relay
With the Box Doc Gen outcome in Box Relay, customers can:
- Leverage the Box Doc Gen Template Creator in Microsoft Word to create dynamic Box Doc Gen templates complete with conditional logic, calculations, dynamic formatting, tables, images, and more
- Generate unlimited documents in Box at no additional cost with the Enterprise Advanced plan
- Configure and automate workflows end-to-end when using the Box Doc Gen outcome with other Box Relay triggers and outcomes
This enables you and your teams to address multiple use cases without the headache of manually configuring documents, inputting data, sending documents for signature or approval, and incurring time consuming delays.
To learn more about dynamically generating custom documents natively in Box with Box Relay, please see Generating Documents with Box Doc Gen and Box Relay and Understanding Triggers and Outcomes in Relay.