Gavel 101: Onboarding - Starting with Questions

Let's start by creating a new workflow.

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Next let's tag the documents. You can tag a fillable PDF or a .docx document.

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You can tag a PDF like this:

You can tag a Word document like this:

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Next in Onboarding: Turn Your Workflow into Client Intake and Review the Data

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More build-from-scratch resources:

Formatting Questions
Adding Question Logic
Document Templates

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

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