Massdraft is a powerful matter automation platform that allows users to efficiently handle large volumes of documents. A crucial part of using Massdraft effectively is importing, managing, and assigning attributes to data. This article will walk you through these processes.
Importing Data into Massdraft
Massdraft offers multiple ways to upload data to ensure a seamless workflow:
1. Importing Data from a Previous Deal
Navigate to the "Data" section.
Click "Import from deal".
Choose from two options:
Include column headers only: Imports the structure without data.
Include column headers and deal data: Imports the full spreadsheet including previous data.
2. Uploading a File
Drag and drop or select a .xlsx file.
Ensure the first row contains headers (tick Import first row as headers if applicable).
3. Creating a New Spreadsheet
If you don’t have a pre-existing file, click "Start with a new Avvoka spreadsheet".
Manually enter data and configure column attributes.
Managing Data in Massdraft
Once data is imported, you can edit it directly within Massdraft or externally using Excel.
1. Editing Data in Massdraft
Click on any cell to modify values.
Use the + button to add rows and columns for including new data entries.
2. Managing Columns
Click the "Manage columns" button to access additional settings:
Data Type: Change column format (Text, Number, Email, Phone, Date).
Looped column: Mark a column as looped to allow multiple responses per row.
Required column: Ensure a column must be filled.
Transformation: Apply automatic formatting (e.g., converting numbers to words).
Assigning Attributes
To link imported data to document templates, you need to assign attributes correctly.
1. Identifying Unassigned Attributes
If a warning symbol appears, it means attributes need assignment. This can occur:
After importing data if column names do not match template attributes.
After adding a new variable in the template.
After deleting a column that was previously linked to an attribute.
2. Assigning Attributes
Click Assign Attributes to open the assignment window.
Use the dropdown to select any of the existing columns in your spreadsheet.
Using Forms for Data Collection
Massdraft allows users to collect additional data directly from recipients through forms.
1. Creating a Form
Click "Forms" and then access "+ Add New Form" button.
Configure the following:
Name: Give a unique name to the form.
Recipient email: Choose the email column for sending forms.
Custom Message: Personalise the message using automation.
Conditional Sending: Choose when a form should be sent based on data availability.
Select Questions: Choose which attributes need input from the recipient.
Attachments: To include attachments
2. Managing Forms
Once you create your form, you’ll be able to view it in the Forms table. Here, you can see the total number of forms sent out, as well as the number of recipients who responded.
Send: Manually trigger the form email.
Edit: Modify the form.
Delete: Remove a form from the system.
Conclusion
Efficiently managing data in Massdraft enhances document generation and automation. By properly importing, editing, and assigning attributes, users can streamline workflows and ensure accuracy in their generated documents.
To learn more about Avvoka's Massdraft, refer to the following articles: