Expected Data

Expected data

Every template needs a clear list of information it expects before it can generate a document. For a decision letter, that might include the recipient, case number, decision date, decision text, and contact details.

Add expected information

1. Open the template.
2. Go to the data tab.
3. Add the fields the document needs.
4. Mark fields as required when the document cannot be generated without them.
5. Save one or more examples.
6. Preview the template with those examples.

Use examples well

Examples should cover the situations users care about:

• A normal case.
• A case with optional paragraphs.
• A case with long names or addresses.
• A case with repeated rows or items.
• Each important language or brand variant.

When to update expected data

Update the expected information when the document needs a new field, an old field is no longer used, or integrations start sending data differently. Check connected workflows before publishing a change that removes or requires fields.