After adding your template to Box Doc Gen, you can generate documents using one of four methods. Choose the method that best fits your workflow and technical requirements.
- Generating documents using the Box Doc Gen API. For developers and automated workflows, you can generate documents programmatically using the Box Doc Gen API. See the Box Doc Gen API documentation for detailed instructions.
- Generating documents using Box Relay. You can automate document generation as part of your business workflows using Box Relay. See Generating Documents with Box Doc Gen and Box Relay for step-by-step instructions.
- Generating documents using the Box Doc Gen UI. You can manually generate documents directly from the Box Doc Gen interface in Relay. Learn how to generate documents using the UI.
- Generating documents using Box for Salesforce. If you use Salesforce, you can generate Box Doc Gen documents directly from Salesforce records. See the Box for Salesforce documentation for configuration and usage instructions.