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

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

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

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

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

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

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

Automated Reminders triggered by workflows

This action in Workflows allows you to trigger automatic reminder emails. This can be a great help for contract obligation management.

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

Introduction to Datasheets

What are datasheets and how can I use them in my templates?

Written by Lorraine
Updated over a week ago

Datasheet Headers

How to insert a new header, and customise an existing header in a Datasheet (including adding constraints to headers)

Written by Lorraine
Updated over a week ago

Datasheet Rows

How to insert a new row and modify an existing row in a datasheet

Written by Lorraine
Updated over a week ago

Searching through a Datasheet

How to find information in a Datasheet

Written by Lorraine
Updated over a week ago

Creating a Datasheet question in a template

How to add a Datasheet question into your template

Written by Lorraine
Updated over a week ago

Adding and amending Datasheet records from the Questionnaire

How to add and amend datasheet records from the questionnaire

Written by Lorraine
Updated over a week ago

Establishing dependencies between attributes and across Datasheets in a Datasheet question

How to build dependencies between attributes and across Datasheets in a Datasheet question

Written by Lorraine
Updated over a week ago

Providing user access to a Datasheet

How to grant users access to a Datasheet

Written by Lorraine
Updated over a week ago