Automation 101 | Avvoka Help Centre

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Automation 101

Automation 101

Now that you're logged in and ready to go, let's kick things off with the basics of automation

Automation basics

PlaceholdersInput fields

ConditionsRules

Creating the questionnaireQuestionnaire

How do I automate a document?Templating

E-signature placeholder and execution dateSigning document

Automation (continued)

QuestionnaireConditions

Dynamic SelectThis article gives a tutorial on Dynamic Select.

Automation on Headers, Footers and footnotes

How do I add dynamic placeholders?Dynamic placeholders allow you to insert attributes that already exist in the question text.

AutolistAutolists and punctuations

All things conditionality

Layered and grouped ConditionsTypes of conditions

Condition Builder UpdateUsers can toggle between simple or complex mode in the condition builder while in the template

Conditions in TablesCondition type

Templating tools

Using the default styles featureUnderstanding the default styles feature and the effect it will have on your templates

Live DemoDemo of questionnaire and logic

Find and replaceSearching and replacing

NumberingNumbering the document

Attribute StoreThis article explains our new Attribute Store functionality which allows you to keep track of all attributes in a template.

Template Versioning UpdateThis article explains our new template versioning update, which enables users to do more with saved versions of their templates.

Template notesNotes

DiagnosticsTesting and maintaining a template

The Advanced tab

Advanced SectionAdditional functions

How do I automatically add a document name?Automatic document name function allows users to dynamically name the document using the extracted value from a Placeholder.

Setting up a template for DocuSign Signature