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.
- Add the information the document needs.
- 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, archiving, and user access in the systems that already own them. Epistola should be the place where the document is designed and generated, not a second place to run the business process.
Recommended path
Follow the tour in order. Start with one template, add example data, preview it, publish it, then connect it to a workflow and review the generated document in a case.
Try it yourself
Open blank workspace