Getting Started with Automation
Configure your automation settings and learn the building blocks of making and editing a form or document container.
- Formatting automated documents
- Add firm logos and signatures to documents
- Using Alternate (ALT) Fields
- Automation FAQ
- Create an If/Then/Else Statement with paragraph numbering
- Automation 101
- Word Field Shading
- Automation Toolbar
- Add a field to an automated document
- Customize Field Formats When Creating Automated Documents
- Field Insertions Best Practices
- Automate a Document with Fields and Asks
- Add an Ask to an automated document
- Add a Party Selection Ask to an automated document
- New Requests for Forms or Changes to Existing Forms
- Add an If/Then/Else Ask Statement
- Add an If/Then/Else Field Statement
- If/Then/Else Basics
- Forms to Submit for Client Automation