Advanced automation
Take your templates to the next level
36 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
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 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 the date format operation
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.