Automating a Template

Understanding the templating tools available

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48 articles in this collection
Written by Alex, Anthony, Moustafa and 5 others
Automating a Template

How do I automate a document?

Templating
Thomas avatar
Written by Thomas
Updated over a week ago

Placeholders

Input fields
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Written by Moustafa
Updated over a week ago

Conditions

Rules
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Written by Moustafa
Updated over a week ago

Layered and grouped Conditions

Types of conditions
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Written by Moustafa
Updated over a week ago

Condition Builder Update

Users can toggle between simple or complex mode in the condition builder while in the template
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Written by Sam
Updated over a week ago

Conditions in Tables

Condition type
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Written by Moustafa
Updated over a week ago

Numbering

Numbering the document
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Written by Moustafa
Updated over a week ago

Find and replace

Searching and replacing
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Written by Moustafa
Updated over a week ago

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.
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Written by Jade
Updated over a week ago

Setting up repeats or loops

Repeat questions
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Written by Moustafa
Updated over a week ago

Linking Loops

How to link loops.
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Written by Lorraine
Updated over a week ago

Counting Loops

Counting the number of times an item is looped
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Written by Lorraine
Updated over a week ago

Displaying Looped Responses Inline

How to display your looped responses in one single line.
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Written by Lorraine
Updated over a week ago

Clause Library

The clause library is a way to manage your standard clauses across templates. It is essentially a repository for your commonly used clauses.
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Written by Jade
Updated over a week ago

Autolist

Autolists and punctuations
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Written by Moustafa
Updated over a week ago