Gavel Video Guide - Setting up Word documents

Documate 101 - Crash Course

10 Minute Demo Video

10:57

10 Minute Demo Video

10:57

10 Minute Demo Video

Intro to the Questionnaire

Dashboard overview

1:42

Dashboard overview

1:42

Dashboard overview

Adding logic

1:49

Adding logic

1:49

Adding logic

Collecting repeating item (lists)

2:26

Collecting repeating item (lists)

2:26

Collecting repeating item (lists)

Generating Word Documents

Loading the Word add-in

1:45

Loading the Word add-in

1:45

Loading the Word add-in

Setting up Word documents

4:19

Setting up Word documents

4:19

Setting up Word documents

Repeating item deep dive

5:18

Repeating item deep dive

5:18

Repeating item deep dive

Generating PDF Documents

Tagging fillable PDFs

5:19

Tagging fillable PDFs

5:19

Tagging fillable PDFs

Document Customizations

Logic to generated documents

4:07

Logic to generated documents

4:07

Logic to generated documents

Data Integrations

Connecting to Clio

6:27

Connecting to Clio

6:27

Connecting to Clio

Data Manager

2:31

Data Manager

2:31

Data Manager

Lookup tables and spreadsheets

4:05

Lookup tables and spreadsheets

4:05

Lookup tables and spreadsheets

Client Facing Features

Client-facing workflows

2:40

Client-facing workflows

2:40

Client-facing workflows

About This Lesson

How to set up the following in your Word and .docx document:

- Simple variables 0:30
- Phrases based on conditional logic 1:27
- Numerical and date calculations 2:51
- Repeating items (aka "loops") 3:40

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