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Gavel 101: Onboarding

Welcome! You've joined thousands of attorneys who are elevating their legal practices through seamless document automation.

Let's take a few minutes to learn how to automate a document.

This is your dashboard, which you can access by selecting "Workflows" from the left navigation bar. From here, you can edit any of your existing workflows or create a new one.

Your Dashboard

Let's start by creating a new workflow.

A workflow is a set of questions that you or your clients will answer to generate one or more documents.

Click New Workflow to start building. Then, choose start from scratch.

Click "New Workflow" > Select "Start from Scratch"

Be sure to name your workflow so you remember what document it is going to generate when you reference it.

Congrats! You've created your first workflow. 

Remember to Name Your Workflow > Name Your Section > Name Your Page

Next, name your first section and page.

Questions will appear to users on pages, and pages can be grouped into sections.

Let's name this section "Basic Information."

Now, name the page.

Change the page name to "Information about you."

Name your first section and page

Next, click add question.

Then you can choose the type of question you'd like to add. First, let's add a text question. Each question has a:

1. Question Title, which is the prompt your users will see when they complete this questionnaire
2. Variable Name, which is the key you'll use to insert this question's answer in your documents and to set logic

and

3. Question Type, which sets the format of answers this question will accept
Select the Text question type under the Add Question dropdown

Enter "What is your full name?" in the question title field.

Next, add a variable name.

The variable name is the key you'll use to tie this question's answer to your documents and to any logic you set in your workflow.

Your users won't see this, but you'll want this name to make sense to you.

Enter the variable name "full_name."

You've added a question to your workflow!

Next, add your question title, variable name, and question type

Now that your question has a title, variable name, and type, let's see what it will look like to your users.

Click save to save your changes.

Then, click Run to run your workflow. Lastly, you can answer your questions!

What you see after you "Save" your workflow and click "Run" > Next, Answer Your questions

Once you've added output documents, you can run your workflow to generate those documents.

Next, set up your output documents!

Once you've created your questions, you can add your variables to your documents. Go back to your add questions view and click on the Output Documents tab to start.

You can add add documents in .docx or .pdf format.

The Output Documents view where you attach the .docx or PDF(s) to automate

Continue Here for Word Documents (if you'd like to generate a PDF, scroll down)

Let's set up your first Word template!

You'll insert variables into your documents templates using Gavel's Microsoft Word add-in.

To do this, you'll first head to your Dashboard > Settings > API Keys to set up an API key that you'll use this to log into the Word add-in.

Once you've added variables to your document, you'll return to the Output Documents page to upload your template.

Name your API key "Word Add-In"

Name the key "Word add-in," then click Create a Key. This name is just for your reference. Enter "Word add-in" here, then click Create a Key.

Click Copy API Key and paste this key into the Gavel Word add-in to log in. You'll also need your subdomain to log in - as a reminder, you named your subdomain in the signup process (it's the part of the url that comes before "gavel.io."

Click "Create a Key" and then be sure to "Copy API Key" before closing this pop-up

Once you've copied your key, click the Word Add-In link under Output Documents view in your workflow to launch Microsoft Word and install the Gavel Word add-in.

Click the Word Add-in link to launch Microsoft Word and install the Gavel Word Add-In
Add your API key to the sidebar as well as your subdomain under "Client Name" to sign in

Once you've logged in to the Word add-in, return to edit your workflow. Guidance will continue there.

In the Word add-in, add the full_name variable to your document.

Select your workflow in progress at the top > select "full_name" variable from the dropdown > click "Insert variable"

Once you've added this variable to your document and saved it, go back to your workflow view under Output Documents and click the Choose File button or drag and drop your document to upload it.

Click "Choose File" or drag and drop your saved document with the full_name variable inserted to upload it

Then run the workflow again to generate your document. You will need to answer your question and review it to generate the document.

Add your full name to the question and click "Continue"
Review your answer and hit "Continue"
Download "DOCX" version of your file to see the automated .docx with your full_name variable inserted

Congrats! Now that you've attached an output document to your workflow, you can run the workflow to answer your questions and generate that document.

While not a real example, you can see that the highlighted "full_name" variable above now displays the name you typed in the taker form

For more assistance, please contact our support team at help@gavel.io or schedule a support call here.

Continue Here for PDF Documents (if you'd like to generate a .docx, scroll up)

First, click ‍‍PDF here link and upload your desired fillable PDF to unlock. Add a field to each textbox you want filled out (or created). Then, click Finish and Download.

Click "Choose file to upload" or drag and drop your PDF to upload it to the unlocker
Click "Textbox" to add a new PDF field anywhere on the PDF > Once you finish adding dsired fields, click "Finish and Download"

Next, return to Output Documents view to upload your unlocked PDF by selecting Choose File or drag and drop your unlocked PDF to upload it.

Click on your document's name to start tagging variables from this workflow to your documents.

Click "Choose FIle" or drag and drop your unlocked PDF, next click on the PDF's name under the "Choose an existing document" heading

Each row represents a field in your PDF.

In each field, you can tag the field to a variable from your workflow. Or, you can enter text to populate the field with the same value each time this document is generated.

Try tagging full name to the full_name variable. Be sure to save your changes.

Choose "Tagged to Question" under each row's dropdown and then select the "full_name" variable to tag to the full_name field

Run the workflow again to generate your document.

Once you've attached an output document to your workflow and tagged it, you can run the workflow to answer your questions and generate that document.

After saving your work and hitting "Run," add your full name to the answer box and hit "Continue"
Review your answer and hit "Continue"

Download PDF version of your file to view your automated PDF with the full name displayed from your taker input

Congrats! Now that you've attached an output document to your workflow, you can run the workflow to answer your questions and generate that document.

For more assistance, please contact our support team at help@gavel.io or schedule a support call here.