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← Document Templates
New Document Template
Reference key
*
Used in step config as
template_ref
. Lowercase, underscores. Cannot change after creation.
Name
*
Description
Format
HTML
Plain text
Content
(Jinja2 template)
Available variables:
case.id
,
case.entity_id
,
entity_type
, plus any fields from the latest snapshot (e.g.
tenancyid
,
startdate
).
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