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Automating a Template
Automating a Template
Understanding the templating tools available
+4
48 articles in this collection
Written by
Alex,
Anthony,
Moustafa
and 4 others
Setting up a Template
Working in the template
Locking-out a template
Written by
Alex
Updated over a week ago
How to create a template?
Setting up a template
Written by
Moustafa
Updated over a week ago
Import Docx
Importing from Microsoft word
Written by
Moustafa
Updated over a week ago
Template settings
Party and Representative rights
Written by
Moustafa
Updated over a week ago
User rights
What rights does a user have?
Written by
Moustafa
Updated over a week ago
Advanced Section
Additional functions
Written by
Moustafa
Updated over a week ago
E-signature placeholder and execution date
Signing document
Written by
Moustafa
Updated over a week ago
Styles
Using the default styles feature
Understanding the default styles feature and the effect it will have on your templates
Written by
Anthony
Updated over a week ago
Automating a Template
How do I automate a document?
Templating
Written by
Thomas
Updated over a week ago
Placeholders
Input fields
Written by
Moustafa
Updated over a week ago
Conditions
Rules
Written by
Moustafa
Updated over a week ago
Layered and grouped Conditions
Types of conditions
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
Written by
Sam
Updated over a week ago
Conditions in Tables
Condition type
Written by
Moustafa
Updated over a week ago
Numbering
Numbering the document
Written by
Moustafa
Updated over a week ago
Find and replace
Searching and replacing
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.
Written by
Jade
Updated over a week ago
Setting up repeats or loops
Repeat questions
Written by
Moustafa
Updated over a week ago
Linking Loops
How to link loops.
Written by
Lorraine
Updated over a week ago
Counting Loops
Counting the number of times an item is looped
Written by
Lorraine
Updated over a week ago
Displaying Looped Responses Inline
How to display your looped responses in one single line.
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.
Written by
Jade
Updated over a week ago
Autolist
Autolists and punctuations
Written by
Moustafa
Updated over a week ago
Operations
Formatting numbers with punctuation
Explaining the format number operation
Written by
Lorraine
Updated over a week ago
Turning numerical numbers into words
Explaining the In Words operation
Written by
Lorraine
Updated over a week ago
How to customise the date format of your date
Making use of the date format operation
Written by
Lorraine
Updated over a week ago
Extracting an element of a date
Explains the date format operation
Written by
Lorraine
Updated over a week ago
Operations
Complex conditions
Written by
Moustafa
Updated over a week ago
How do I make my date a long date?
How the long date operation works
Written by
Lorraine
Updated over a week ago
Creating the Questionnaire
How do I add dynamic placeholders?
Dynamic placeholders allow you to insert attributes that already exist in the question text.
Written by
Jade
Updated over a week ago
Creating the questionnaire
Questionnaire
Written by
Moustafa
Updated over a week ago
Questionnaire
Conditions
Written by
Moustafa
Updated over a week ago
Testing and Maintaining a Template
Creating template folders
Template folders and rights
Written by
Moustafa
Updated over a week ago
How to Publish a template
Publishing a template
Written by
Moustafa
Updated over a week ago
Diagnostics
Testing and maintaining a template
Written by
Moustafa
Updated over a week ago
Live Demo
Demo of questionnaire and logic
Written by
Moustafa
Updated over a week ago
Template notes
Notes
Written by
Moustafa
Updated over a week ago
Profile-Wide Template Settings
Email templates
Users can customise the email that other users receive when a document in Avvoka is sent to them.
Written by
Jade
Updated yesterday
Custom fonts
Fonts
Written by
Moustafa
Updated over a week ago
Lists
How to create a list
Written by
Moustafa
Updated over a week ago
Dependent Lists
Lists depending on answers to previous questions
Written by
Moustafa
Updated over a week ago
Attribute Library
Frequently used placeholders
Written by
Moustafa
Updated over a week ago
Operation Library
Create and save operations for use across templates
Written by
Moustafa
Updated over a week ago
Headers & Footers
Profile- wide template settings
Written by
Moustafa
Updated over a week ago
Workflows
Creating a Workflow
Written by
Jade
Updated over a week ago
Triggers and Actions of a Workflow
Written by
Jade
Updated over a week ago
Joint Workflow Triggers
This article explains how to combine document states with questionnaire answers to trigger a workflow
Written by
Moustafa
Updated over a week ago
Adding New Participants and Approvers to a Workflow
Written by
Jade
Updated over a week ago