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Cert Doc Simple

Generated page — confirm before relying on it

Written automatically from the Versaa export of 20/08/2026. It has not been reviewed by anyone, and it describes what was exported on that date — not what is in Management Studio right now.

Version numbers are deliberately omitted. The export filename does not reliably identify the active version and can carry a Test or Live record, so any number here would be untrustworthy. Check the version in Management Studio.

Purpose

The Cert Doc Simple workflow is designed to generate a document without requiring approval processes. It is triggered when specific data related to the document, such as its name and template, is available. The outcome of this workflow is the creation and storage of the document, along with relevant metadata, and the potential initiation of email notifications.

Key Steps

  • Set workflow tags based on task data.
  • Check and append document name and template name.
  • Verify if a customer email is provided and add it as a recipient.
  • Create the document and insert it into the repository.
  • Associate keywords with the created document.
  • Initiate a tenant email workflow if applicable.
  • Save relevant data to the data warehouse.
  • Handle document export to SharePoint if required.

Notes

No special notes.

Raw Export

Versaa_Exports_md/workflows/Cert_Doc_Simple_5.md