Documate is now Gavel! Read more about why we’re excited about this rebrand.

Data Integrations

Now Playing: Data Integrations

8 Minute Demo Video
8:47
8 Minute Demo Video
Intro to the Questionnaire
Intro to the Questionnaire
Dashboard overview
1:42
Dashboard overview
Adding logic
1:49
Adding logic
Collecting repeating item (lists)
2:26
Collecting repeating item (lists)
Generating Word Documents
Generating Word Documents
Loading the Word add-in
1:45
Loading the Word add-in
Setting up Word documents
4:19
Setting up Word documents
Repeating item deep dive
5:18
Repeating item deep dive
Generating PDF Documents
Generating PDF Documents
Tagging fillable PDFs
5:19
Tagging fillable PDFs
Document Customizations
Document Customizations
Logic to generated documents
4:07
Logic to generated documents
Data Integrations
Data Integrations
Connecting to Clio
6:27
Connecting to Clio
Data Manager
2:31
Data Manager
Lookup tables and spreadsheets
4:05
Lookup tables and spreadsheets
Client Facing Features
Client Facing Features
Client-facing workflows
2:40
Client-facing workflows

About This Lesson

Read Help Article

Related Courses

No items found.