Forms & Automation

Tasks & Workflows

• Global Task List
• Apply a Workflow
• Workflows

Document Automation

• Automation Toolbar
• Automation 101
• Word Field Shading

Forms

• Search in Forms and Templates Library
• Request a New Form or Request Changes to a Form
• IfThenElse Field Statements
• If/Then/Else Basics
• If/Then/Else Ask Statements
• Forms to Submit for Client Automation

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