---
title: "Add Dynamic Documents to a Workflow"
slug: "add-dynamic-documents-to-a-workflow"
updated: 2025-07-15T10:51:59Z
published: 2025-07-15T10:51:59Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.lightico.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add Dynamic Documents to a Workflow

In Dynamic Documents, you can incorporate conditions and business logic to determine how the document appears to your customers. Within a Workflow, the Dynamic Document is rendered is displayed in dynamic HTML format. The Dynamic Document can be rendered as a PDF and you can define whether to send the PDF to customers for approval and download.

For information about creating Dynamic Documents, see [Create Dynamic Documents](/v1/docs/design-dynamic-documents).

---

**To add a Dynamic Document to your Workflow:**

1. Add the **Dynamic Document** item to the canvas.

The **Add item** window appears.
2. Select the Dynamic Document you want to add, and click **Add**

-OR-

Click **Create**and create a new Dynamic Document in the HTML Designer.

![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/Snag_1468fcae.png) The Dynamic Document is added to the canvas.

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## Edit the Dynamic Document step

After adding the Dynamic Document item to the Workflow canvas, you can select it, and, in the *right panel*, edit it as follows:

- **Edit**- click **Edit**to open the Dynamic Document in the HTML builder and make changes
- **Step name** - Click the edit icon and change the name that appears for this step in the collaboration session.

![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image(61).png)

- **Send step data to email** - Turn on the toggle and select an email connector hub to have session sent to a predefined email at the completion of this step. For more information, see [Configure general Workflow settings](/v1/docs/configure-workflow-settings#send-workflow-data-to-an-email-address).

Use the context menu above the selected item to do the following:

- Edit the Form in the Form builder
- Replace this Dynamic Document with another one
- Duplicate this step
- Delete this step ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image(62).png)