Automation Training

Automation Training

As part of advanced trainings, you will learn how to automate your own templates and forms including:

  • Automation 101 and Template creation basics
  • Field Insertions
  • Asks
  • If/Then/Else Statements

Below are some basic videos on automation. See the Template Create and Automation Articles for additional videos.

Template Creation Basics: Basics of creating a blank template

Automation 101: How to start automating from an existing document or template

Field Insertions: Inserting fields from the matter details into a document

Ask: Insert pop up questions, or asks, to insert text, dates, numbers, or multiple choice answers

If/Then/Else Basics: Set up basic conditional statements based off of a field or ask.

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