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SMART DOCUMENT DRAFTING
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TEMPLATE AUTOMATION
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- Conditions Overview
- Condition To Months-in-date
- Condition To Currency-in-money
- Condition To Questions
- Condition To Button Elements
- Condition To Days-in-date
- Condition To Years-in-date
- Condition To Select Elements
- Condition To Amount-in-money
- Condition To Text Inputs Elements
- Condition To Clauses
- Condition To Calculation Elements
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SMART DOCUMENT MANAGEMENT
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WORKSPACE ADMINISTRATION
Assigned Workflow
To guarantee that Smart Documents generated from an automated template are correctly routed it’s possible to associate a template Suite with a specific Workflow. The Assigned Workflow dropdown is found in the settings area on the right of the Template Suite. Selecting a Workflow from the dropdown will guarantee that any document drafted from a template within this Template Suite will follow that assigned Workflow.