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Advanced automation
Take your templates to the next level
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
Adding and amending Datasheet records from the QuestionnaireHow to add and amend datasheet records from the questionnaire
Providing user access to a DatasheetHow to grant users access to a Datasheet
OperationsComplex conditions
Formatting numbers with punctuationExplaining the format number operation
Turning numerical numbers into wordsExplaining the In Words operation
How to customise the date format of your dateMaking use of the date format operation
Extracting an element of a dateExplains the date format operation
How do I make my date a long date?How the long date operation works
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