What's New
We're excited to introduce the Uranium Release, packed with two incredible new features. Features highlighted in this article include:
- Template Copilot
- Advanced PDF Generation
New Features
Template Copilot
Introducing Template Copilot: Revolutionizing Template Creation with OpenAI
We are thrilled to announce a groundbreaking feature for Youreka: Template Copilot! This innovative tool leverages the power of OpenAI to drastically enhance and streamline the template creation process. Whether you’re a seasoned template builder or just getting started, Template Copilot is designed to save you time and effort, enabling you to create high-quality templates more efficiently than ever before.
Key Features
- AI-Powered Template Generation: Harness the capabilities of OpenAI to automatically generate templates based on your customizable input. Simply describe what you need or upload a reference PDF, and Template Copilot will create a template that matches your specifications.
- Effortless PDF Upload: Have a template in PDF format that you’d like to convert or adapt? Upload your PDF to Template Copilot, and it will analyze and transform it into a usable template within minutes.
- Time-Saving Efficiency: By automating the initial stages of template creation, Template Copilot drastically reduces the amount of manual effort required. This means you can focus on refining and customizing your templates rather than starting from scratch.
- Zero-Code Simplicity: Template Copilot eliminates the need for manual coding or extensive development cycles. Simply upload your documents, and our intelligent system automatically creates customizable templates that can be deployed enterprise-wide.
- Seamless Customization: Need to make adjustments? The intuitive drag-and-drop editor lets you fine-tune every aspect of your template before publishing. Add fields, reorganize sections, or tailor the app to your specific business needs without writing a single line of code.
Key Benefits
- Speed: Create templates in a fraction of the time it would take manually.
- Efficiency: Automate repetitive tasks and focus on fine-tuning your templates.
- Increased Productivity: As your needs grow, Template Copilot scales with you. You can handle larger volumes of template creation efficiently
- Seamless Integration: With an intuitive interface, Template Copilot is easy to use, even for those who are not tech-savvy.
How To Set Up
Before continuing, make sure the Youreka Copilot license has been added into the organization’s environment. You also want to ensure that your user profile has been granted the Template Builder License.
Please visit this Knowledge Article to see the full steps for setup + how easily Template Copilot works!
Advanced PDF Generation
We’re pleased to introduce the Advanced PDF Generation feature in Youreka, designed to enhance your document management capabilities. This upgrade includes a revamped PDF output and introduces automated PDF generation based on customizable triggers.
Key Features
- Revamped User Experience: Experience a more condensed, efficient, and page-saving format in PDFs generated by Youreka.
- Automated PDF Generation: Youreka’s previous PDF creation method was a manual initiation via a button click. The new method utilizes triggers to automatically generate PDFs based on specific criteria, allowing for asynchronous processing aligned with business needs.
- Customizable Triggers: Define and configure triggers based on various conditions such as record updates, form submissions, or other events. Multiple triggers can be set up to handle different scenarios.
- Seamless Integration: Integrate automated PDF generation into your existing workflow with minimal disruption, thanks to a user-friendly setup and management process.
Key Benefits
- Increased Efficiency: Save time and reduce manual effort by automating the PDF generation process. Focus more on strategic tasks rather than repetitive document creation.
- Enhanced Flexibility: Customize PDF generation to fit your specific business processes. Define precise criteria for when PDFs should be created, ensuring alignment with your operational needs.
- Streamlined Workflow: Improve operational efficiency by integrating automated PDF generation into your workflow. PDFs are generated in the background based on predefined triggers, minimizing manual intervention.
- Better Control and Visibility: Gain greater control over document management with the ability to monitor and manage PDF generation tasks in real time. Ensure that generated documents meet your requirements and are accessible when needed.
- Reduced Error Rates: Minimize the risk of human error associated with manual PDF generation. Automated triggers ensure that documents are created consistently and accurately based on your criteria.
What's Included in the PDF?
- Standard and Linked Sections
- Questions and Answers displayed in a Table layout
- Multi-Column Sections
- Table Sections
- Shown in Portrait View
- Shows all Table Section Columns and Rows
- Custom Column Sizing will not be shown in the PDF
- Text will wrap within its cell
- Max row height for a cell is a full page before text is truncated
- A4 Page Size Support
How To Set Up
Before continuing, make sure the Advanced PDFs license has been added into the organization’s environment. Please reach out to the Youreka team to gain access to this additional paid feature for further assistance.
Kindly refer to this Knowledge Article for instructions on how to begin generating Advanced PDFs!
New Metadata (for Profiles/Permission Sets)
The following metadata has been added in this release and should be included in any cloned/custom Permission Sets or Profiles related to Youreka.
New Fields
-
Form Template
- PDF Custom Css
-
Form
- Needs PDF Created
- Advanced PDF Generation Status
-
Youreka Public Settings
- PDF Custom Header
- PDF Custom Footer
- Open AI Key
New Metadata
-
Template Copilot
- Youreka Template Copilot
Version Info
- Version 3.500
- Release Date October 11, 2024
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