Getting Started

Portal Overview

• Your New Client Portal
• User Menu
• Notifications
• Dashboard
• Forms
• Apps

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Form & Document Automation Introduction

• Adding fields to a web form in the form builder
• User-centric Document Automation. Why is it important?
• How to set up Microsoft Word as your Template Editor
• What is a repeat section or table?
• Where to start when automating a document
• Read this before you Automate a legal document

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