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Generating PDF Documents

Now Playing: Generating PDF Documents

8 Minute Demo Video
8:47
8 Minute Demo Video
Intro to the Questionnaire
Intro to the Questionnaire
Dashboard overview
2:52
Dashboard overview
Adding logic
2:47
Adding logic
Collecting repeating item (lists)
5:09
Collecting repeating item (lists)
Generating Word Documents
Generating Word Documents
Loading the Word add-in
2:38
Loading the Word add-in
Setting up Word documents
7:37
Setting up Word documents
Repeating item deep dive
5:09
Repeating item deep dive
Generating PDF Documents
4:08
Generating PDF Documents
Tagging fillable PDFs
5:13
Tagging fillable PDFs
Document Customizations
Document Customizations
Logic to generated documents
3:26
Logic to generated documents
Data Integrations
Data Integrations
Connecting to Clio
5:53
Connecting to Clio
Data Manager
4:14
Data Manager
Lookup tables and spreadsheets
6:24
Lookup tables and spreadsheets
Client Facing Features
Client Facing Features
Client-facing workflows
5:49
Client-facing workflows

About This Lesson

Learn how to automate into fillable-field PDFs (such as court PDFs) using the Gavel PDF Tagger.

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