Automating 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

Setting up repeats or loops

Repeat questions

Written by Moustafa
Updated over a week ago

Linking Loops

How to link loops.

L

Written by Lorraine
Updated over a week ago

Counting Loops

Counting the number of times an item is looped

L

Written by Lorraine
Updated over a week ago

Displaying Looped Responses Inline

How to display your looped responses in one single line.

L

Written by Lorraine
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

Conditions in Tables

Condition type

Written by Moustafa
Updated over a week ago

Layered and grouped Conditions

Types of conditions

Written by Moustafa
Updated over a week ago

Operations

Complex conditions

Written by Moustafa
Updated this week

Find and replace

Searching and replacing

Written by Moustafa
Updated over a week ago

Changing the name of Attributes

Attribute names

Written by Moustafa
Updated over a week ago

Numbering

Numbering the document

Written by Moustafa
Updated over a week ago

Autolist

Autolists and punctuations

Written by Moustafa
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

Creating the questionnaire

Questionnaire

Written by Moustafa
Updated over a week ago

Questionnaire

Conditions

Written by Moustafa
Updated over a week ago

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

Default document user rights

A short tutorial on how to use the default document user rights

Written by Nadine
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

Email templates

Users can customise the email that other users receive when a document in Avvoka is sent to them.

Written by Jade
Updated over a week ago

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

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

Adding New Participants and Approvers to a Workflow

Written by Jade
Updated over a week ago

How do I remove an attribute from a questionnaire?

Removing an attribute in a questionnaire

Written by Moustafa
Updated over a week ago