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Last Updated: 2026-02-06
Set Up a Document Template in Workflow Builder

Set Up a Document Template in Workflow Builder

Enable access to Workflow Builder.
To generate customized documents in a workflow, you can upload a .docx template and define placeholders for variable data and conditional logic for optional content.
You can:
  • Automate the creation of personalized documents.
  • Streamline document generation, ensuring accuracy and consistency across all customized outputs.
  • Improve efficiency and scalability in document production.
  1. In a Microsoft Word .docx file, insert a placeholder for each piece of variable information you want to pull from the intake form.
    Use the {{variableName}} for the placeholder and include each placeholder in a single paragraph.
  2. Mark conditional text for optional clauses or sections.
    Use the {{SectionName.}}[[Text to include conditionally]] syntax.
  3. (Optional) Prepare a dynamic table.
  4. Save your document as a .docx file.
  5. In Contract Management and Document Intelligence, click
    Workflow
    .
  6. On the
    Workflow Builder
     tab, click
    New Workflow
    .
  7. Configure the document type allowances. See Concept: Document Type Allowances for more information.
  8. Upload your .docx template.
  9. On the
    Source
     tab on the workflow, configure intake form fields and conditions.
  10. (Optional) Modify your template. See Edit Templates
    If you need to add or remove placeholders or conditional text, click
    Edit
     and download the .docx file. You can edit the file on your computer and reupload when you’re done.
Workday uses your document to generate a contract.