Demo Video
More Video Tutorials
What Can You Build?
User Management
Question Types
Adding Question Logic
Info Bubbles & Default Answers
Section Labels
Formatting Questions
Incorporate Videos & Files
Use Prior Answers
Text Based on Prior Answers
Buttons
Review Pages
No-Code Word Add-In
Word Add-In Video Demos
Basic Variables
Conditional Phrases
Conditional Paragraphs
Numerical Calculations
Formatting Dates
Formatting Numbers
Formatting Words
Multi Select Responses
Formatting Special Numbers
Formatting Dates in Invisible Logic
Repeating Item Basics
Repeating Items Within Text
Repeating Item Conditionals
Repeating Item Numbers
Repeating Items - Other
Multiple Signatures
Reference a Repeating Item Question
Repeating Items within Repeating Items (BETA)
File Uploads
Adding Custom Numbering
Templates within Templates
Redacting
Custom Syntax for Clio Variables
Unlocking PDF Documents
Fields & Logic in PDFs
Checkboxes in PDFs
Tagging Repeating Items to PDF Fields
Document Naming Convention
Duplicate Docs for Each Repeating Item
Displaying Documents
Customize Messages & Emails
Setting the Document Type
Sharing Documents
Test Your Workflow
Share Your Workflow
Builder Collaboration
Always Starting Workflow from Beginning
Embed on Your Site
Assigning Workflows
Custom Domain
Client or Internal Portals
Whitelabel Your Site
Add a Paywall
Password Protect Workflows
Add Custom CSS / Styling
Restrict Access to Your Workflow
Transfer Data with Data Manager
Lookup Tables
How to Integrate Clio with Documate
Data from Documate to Zapier & Webhooks
LegalServer Integration
API and Other Integrations
Here's how you can tag repeating item fields to your PDF fields:
