Connected Systems

Most teams generate production documents from another system, such as a case system, workflow engine, or custom application. Use this page to check the user-facing setup before handing details to developers.

Before connecting a system

Check that:

The template is published.
The right version is deployed to the target environment.
The connected system knows which document type to use.
The connected system can provide all required information.
A success path and failure path are clear.
Someone can review failed documents.

What to give the implementation team

Give developers the template name, environment, variant rules, required fields, examples, and expected review flow. Keep low-level connection details in developer documentation or project implementation notes.

User responsibility

Users and process owners should validate that the generated document is correct for real cases. Developers should validate the technical connection.