1.0.0Epistola 1.0 is now generally available.
Work in progress — The Learn section is being expanded; alpha, beta, and preview capabilities are labelled where relevant.
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Connect to a workflow

Let Valtimo generate an Epistola document at the right step in a case.

integrationvaltimo

Video planned

45-second recording: configure the plugin, select a template in a workflow action, map case data, and save the process.

Connect to Valtimo

Use the Valtimo plugin when a case process should generate an Epistola document automatically.

Steps

  1. Configure the Epistola connection in Valtimo.
  2. Make sure the template is published and deployed in Epistola.
  3. Add a document generation action to the workflow.
  4. Select the catalog, template, variant, and environment.
  5. Map the case information to the document fields.
  6. Save and test the process with a realistic case.

Keep the split clear

Use Valtimo to decide when a document is needed. Use Epistola to decide what the document contains and looks like.

Learn more

Valtimo overview →Generate action →Data mapping →

Next steps

integrationoperations

Handle results and errors

Wait for the PDF, send successful documents to review, and give users a clear retry path when generation fails.

Read more