Getting Started with Precedent Automation
Configure your automation settings and learn the building blocks of making and editing a form or document container.
- Add your firm logo and signature to documents
- Getting Started with Automation
- Getting Started with email containers
- Configure automation settings
- Word Field Shading
- Add an Automation Field
- Add an Ask
- Add a Party Selection Ask in a Precedent
- Add an If/Then/Else statement
- Fixing automation errors in If/Then/Else statements