Welcome to Builder 2.0!
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Gavel's No-Setup Automated Legal Forms
1 - Onboarding QuickStart Guide
2 - Onboarding: Test Your Workflow
3 - Onboarding: Adding a Logo and Customizing
4 - Onboarding: Turn Your Workflow into Client Intake and Review the Data
5 - Onboarding: Adding a Builder to Your Account
6- Onboarding: Adding an Organizational User to Your Account
More Video Tutorials
Demo Video
Adding Question Logic
Info Bubbles & Default Answers
Section Labels
Formatting Questions
Incorporate Videos & Files
Use Prior Answers
Whitelabel Your Site
Text Based on Prior Answers
Buttons
Custom Review Pages
Password Protect Workflows
Add Custom Styles with CSS
Embed Calendly Into Your Workflow
CSV Data Source Questions
Reference a Repeating Item Question
Repeating Items within Repeating Items
Question Types
Share Your Workflow
Troubleshooting Word Document Spacing
Document Templates
Duplicate Docs for Each Repeating Item (Generate Multiple)
Troubleshooting Your Document Tags
Onboarding: Edit Your Blueprint Document Template - Get the Word Add-In
No-Code Word Add-In
Simple Variables
Adding Custom Numbering
Templates within Templates
Redacting
Draft a Workflow from a fillable PDF
Automating PDF Documents
Fields & Logic in PDFs
Checkboxes in PDFs
Onboarding: Automate your First Filllable PDF
Tagging Repeating Items to PDF Fields
Document Naming Convention
Displaying Documents
Customize Messages & Emails
Setting the Document Type
Sharing Documents
Embed on Your Site
Use a Custom Domain
Internal Portals
Conditional Phrases
Conditional Paragraphs
Formatting Dates in Invisible Logic
Repeating Item Conditionals
Repeating Item Basics
Repeating Items Within Text
Repeating Item Numbers
Repeating Items - Other
Transfer Data with Data Manager
Getting Started with Bundles
Setting Up Stripe Connect
Assigning Bundles
Embedding Bundles
How to Integrate Clio with Gavel
Create an API Key
Connecting your Gavel and DocuSign Accounts
Setting your Output Documents for DocuSign
Data from Gavel to Zapier & Webhooks
Tagging your templates for DocuSign
Using DecisionVault and Gavel Together
LegalServer Integration
Add a Paywall with Stripe (Legacy Feature)
Connecting Gavel and Lawcus through Zapier
API Documentation
Custom Syntax for Clio and CSV Variables
User Management
Always Starting Workflow from Beginning
Builder Collaboration
Assigning Workflows
Restrict Access to Your Workflow
User Management: Admin Role
User Management: Builder Role
User Management: Organizational User
User Management: User Role
How to do a hard refresh in any browser
Testing Paywalls
Editing Gavel’s No-Setup Automated Legal Forms
Guide to Estate Planning Workflows
Guide to Real Estate Law Workflows
What Can You Build?
Gavel 101: Onboarding - Starting with Questions
Numerical Calculations
Formatting Dates
Formatting Numbers
Formatting Words
Multi Select Responses
Formatting Special Numbers
Multiple Signatures
File Uploads
Product Updates
Wishlist
Short modules to learn about the possibilities with Gavel.
