Start with Epistola

Start with Epistola

Use Epistola when a team needs to create, approve, and generate documents from data that already exists in another system.

What you do in Epistola

• Create document templates.
• Describe the data the document needs, with examples to test it.
• Maintain wording, layout, reusable fragments, fonts, images, and themes.
• Publish approved versions.
• Generate and preview PDFs from examples or from a connected case system.

What stays outside Epistola

Keep case handling, workflow steps, decisions, and case-level access in the systems that already own them. Epistola should be the place where the document is designed, published, and generated — not a second place to run the business process, and not the case file.

Epistola is not the archive either. It keeps a generated document for a limited period, three months by default, so filing and retaining the finished document is the case system’s job.

What you need

The first units stand on their own: they describe work inside Epistola, and the video shows it.

The units on the case side need a case system connected to your Epistola tenant, and a template published and deployed to the environment the case will generate from.

Recommended path

Follow the tour in order. Start with one template, add example data, preview it, publish and deploy it, then connect it to a workflow and review the generated document in a case.

Each unit opens with a short video and then gives the steps in text, ending with links to the reference pages that go deeper, so you can stop wherever you have what you need. The early units are for whoever builds and approves the templates; the later ones are for whoever connects them to a case system. The tour shows the case side with Valtimo.