ADD-ON MODULE
Generate Module Guides
Generate is where you create and send single, highly personalised emails, SMS, and documents in the moment — pulling verified data from your source systems straight into approved templates. Here's how it all works.
BROWSE THE GUIDES
Overview
Learn to navigate Generate, configure settings, and manage your templates.
Workspace Essentials
Template Management
Generate 1:1 Correspondence
Create and manage cases, then generate and send personalised correspondence.
Case Management
Generate and Send Correspondence