Document Templates

The Document Template tab (under System Configuration) is where you define reusable document templates that automations generate documents from. You give Nexa a title, a prompt, and a source file; Nexa converts the file into a typesetting template you can then configure, publish, and promote across environments. Authoring happens in the dev environment.

Create a template

1. Open System Configuration → Document Template and select ADD.

2. In the Add Document Template panel, enter a Title and a Prompt describing what the document should produce.

3. Upload a source document under Upload Document — only PDF, DOC, and DOCX files are accepted.

4. Select Save. Nexa saves the template and starts generating its Typst content (the internal typesetting representation of your document).

Note

On save, Nexa kicks off Typst content generation in the background. Use the Workflow Log action on the row to watch progress. Configure and publish actions become available once generated content exists.

Template fields

Field	Required	Notes
Title	Yes	Display name for the template.
Prompt	Yes	Instructions describing the document to generate.
Upload Document	Yes	Source file; PDF, DOC, or DOCX only.

Status and lifecycle

Each template carries a status:

• Draft — created, not yet published. Editable.
• Active — published; its content is locked.

Row actions

Which actions appear depends on the template’s status and whether generated Typst content exists.

Action	When available	What it does
Edit Title	Draft	Rename the template.
Configure Template	Content generated	Opens the template configuration screen to map and adjust the layout.
Workflow Log	Always	Streams the generation workflow log for the template.
Publish	Draft with content	Locks the content and marks the template Active. This is irreversible.
Promote to next env	Published (has a published slug)	Opens a pull request that copies the template to the next environment.
Clone	Active	Creates an editable copy of the template.
Delete	Draft	Removes the template. Cannot be undone.

Caution

Publishing is permanent. Once you publish a template its content cannot be changed — clone it to make further edits. Deleting a template also cannot be undone.

Promotion between environments

Promoting a published template opens a pull request in the nexa-workflow-automations repository that copies templates/<slug>/ from the current environment’s branch to the next environment’s branch. Nothing is overwritten until you review and merge that PR on GitHub. See Environments for the dev → test → prod flow and GitHub Integration for the underlying connection.