Advanced automation
Take your templates to the next level
37 articles
Creating an External Facing QuestionnaireEnable parts of the Questionnaire to be sent to external recipients as a form
Introduction to DatasheetsWhat are datasheets and how can I use them in my templates?
Datasheet HeadersHow to insert a new header, and customise an existing header in a Datasheet (including adding constraints to headers)
Datasheet RowsHow to insert a new row and modify an existing row in a datasheet
Searching through a DatasheetHow to find information in a Datasheet
Creating a Datasheet question in a templateHow to add a Datasheet question into your template
Establishing dependencies between attributes and across Datasheets in a Datasheet questionHow to build dependencies between attributes and across Datasheets in a Datasheet question
Allowing Datasheet records to be added or edited from the QuestionnaireHow to add and amend datasheet records from the questionnaire
Datasheet Access and PermissionsHow to grant users access to a Datasheet
OperationsComplex conditions
Formatting numbers with punctuationExplaining the format number operation
Turning numbers into wordsExplaining the In Words operation
How to customise the format of a dateMaking use of the date format operation
Extracting an element of a dateExplains how to do this with transformation or operations
How do I create a long date format operation?How the long date operation works
How do I add a First N Characters operation?A tutorial on how to add First N Characters operation.
How do I add Last N Characters operation?A tutorial on how to add Last N Characters operation
How do I add a Length operation?A tutorial on how to add a Length operation
Creating a Workflow
Triggers and Actions of a Workflow
Joint Workflow TriggersThis article explains how to combine document states with questionnaire answers to trigger a workflow
Adding New Participants and Approvers to a Workflow
Automated Reminders triggered by workflowsThis action in Workflows allows you to trigger automatic reminder emails. This can be a great help for contract obligation management.
Generating multiple copies of a related document based on a loop
How do I add an approval status trigger to my workflow?A tutorial on how to add an approval status trigger.
Creating Loop-Based Related DocumentsGenerate multiple related documents from a single workflow by iterating through a repeating dataset, creating one document per record automatically.