Document Template Management
Create and manage reusable business documents in a dedicated area — formatted text, tables, images, headers and footers, page settings, business-data placeholders, and signature locations.
This release makes document-based work easier end to end — build reusable templates, generate finished documents inside workflows, collect and manage signatures, and sign on the go with a redesigned mobile experience.
Create and manage reusable business documents in a dedicated area — formatted text, tables, images, headers and footers, page settings, business-data placeholders, and signature locations.
Add a workflow step that produces a finished document automatically from a chosen template. Teams get consistent letters, approvals, forms, and certificates without copying information by hand.
Save personal signatures, set a default, draw a new one or upload an image, and reuse them when signing workflow tasks — on web and mobile.
Draw, upload, or pick a saved signature, review generated documents, and complete task decisions right from the request screen.
Consistent headers and footers, cleaner tables, more predictable fonts, Arabic support, and more accurate signature placement.
Easier-to-read task states, generated documents, action requirements, progress, attachments, and decision controls.
Groundwork for employee, department, team, and functional-role workflows.
iOS support, updated Android SDK, USB connection on Android, and improved camera connection screens.
Downloads and previews now use on-demand access links created when needed - more reliable and more secure.
Some new capabilities — document generation, signing, and generated-document review — require the latest web, backend, and mobile versions deployed together.
Teams using document templates should validate their templates before publishing them for live workflows.
Mobile camera features may request device permissions (camera, local network, photos, storage, or USB) depending on the platform.
Note: some HR capabilities are foundational and may not yet be exposed as a complete customer-facing suite.

See document templates, generated documents, and signing in a live walkthrough of PRO2.
PRO2 is a multi-tenant platform that runs your project operations end to end — automated workflows, controlled documents, and every daily transaction tracked in real time.