Loop-based related documents allow you to generate multiple related documents from a single workflow. Instead of creating each document manually, Avvoka can automatically generate one document for every item in a repeating dataset.
This is useful when a transaction requires multiple documents with similar content but different data, such as:
One letter per beneficiary
One agreement per employee
One form per property
One notice per director
One schedule per asset
When the workflow runs, Avvoka iterates through the selected dataset and generates a separate related document for each record.
Before You Begin
Ensure that:
A loop has already been configured in your questionnaire.
The related document template contains placeholders mapped to fields within the repeating loop.
The parent workflow collects all required information for each record.
Configure the Related Document
Open the Workflow
Navigate to the workflow where you want to configure the loop-based related document.
Configure the Trigger
Set the trigger conditions that determine when the related document should be generated.
Enable Loop-Based Generation
Configure the following settings:
Template Source - Select the related document template that will be generated for each record in the loop dataset.
Document Generation Settings - Under the document generation options, select Generate Multiple Documents - Loop-Based. This instructs Avvoka to create a separate document for each record in the selected dataset.
Loop Dataset Record - Select the repeating dataset that will drive document generation. Avvoka will iterate through each record in this dataset and generate an individual document using the selected template.
Once the document is submitted
Document will be generated for each record in the loop dataset.
Related Document #1
Related Document #2
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