What is Togetha DocGen for Jira
Togetha DocGen for Jira is an app that generates documents from your Jira and Jira Service Management (JSM) work items, transforming messy operational data into clean, official documentation automatically.
Work items can be tasks created internally by your teams, or JSM requests raised by customers in the portal.
Using Jira automation, Togetha DocGen pulls data from a work item and uses it to populate a pre-configured template. Then it generates a PDF or Word document from that template.
Explore the features, benefits, and use cases to understand how Togetha DocGen for Jira reduces manual documentation, improves accuracy, and enhances the customer experience.
Key Features
Structured data capture from any work item
Togetha DocGen captures data directly from your Jira work items, whether it comes from a customer-submitted JSM form or is entered manually by an internal user. In effect, documents can be created from both external requests and internal processes, with all relevant fields—including selections, text inputs, and quantities—serving as structured inputs.
Template-driven
Microsoft Word templates are used to define the structure, branding, and standard content of each document. Togetha DocGen automatically merges Jira field data into these templates. This makes sure outputs such as contracts, reports, order forms, and approval documents are consistent, accurate, and professional without any manual editing.
Fully automated
Automation rules manage the documentation process. Documents are generated when requests are submitted, work items are transitioned, or other predefined triggers are met. Your documentation is integrated directly into your existing Jira processes—no manual intervention required.
PDF or Word
The final output can be a PDF or Word document for maximum flexibility.
Automated attachment to work items
Generated PDFs or Word documents are automatically attached to the originating Jira work item, creating a single, centralised record that is easy to access. You can also configure the automation rule to add a comment to the work item once the automation completes, aiding visibility, adding useful context, and strengthening auditability and traceability.
Why use Togetha DocGen for Jira?
Saves time
No more copying data out of Jira, pasting it into Word, formatting it, and exporting as a PDF. With Togetha DocGen, all of this is done automatically when a specified condition is met, e.g. when a work item changes status.
Improves accuracy and consistency
Manual documentation can lead to typos, missing fields, and people inputting the wrong details. It can also lead to inadvertent formatting changes. Togetha DocGen eliminates all scope for error by pulling structured data directly from Jira fields and merging it into predefined Word templates. You get consistent, accurate, and reliable documents every time.
Improves the customer experience
Customers receive clean, polished PDFs or Word documents for their records without delay. If a customer wants to book training, purchase a support contract, or adjust an existing agreement, these documents act as an official record of their interactions, and can also include standard terms and additional details. This gives customers confidence that their requests are being handled promptly and reliably, while providing a clear reference they can access whenever they need to.