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  1. Help Center
  2. Getting Started
  3. Form & Document Automation Introduction

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
  • Tips on naming your Fields, Sections and Repeats
  • Using standard field extensions when naming your fields
  • How to set headings and labels with the value of a field
  • What is Form Script?
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