Document Automation

• Uploading New Document Templates
• Managing and Using the Standard Templates
• Template Manager Overview
• Searching and Filtering Templates
• Editing Templates Using Word Online
• Configuring Template Settings

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• Syntax and Variables
• Collection Variables: Tables
• Collection Variables: Introduction and Lists

• Conditions: IF statements
• Logic Operators: AND (&&) and OR (||)

• Formatting Numbers: toFixed, roundNum, commaSeparate, numberConvert
• Formatting Text: upper, lower, firstCase
• Formatting Dates

• Order of Functions
• Using Pre-defined and Ad Hoc Filters to Refine Data
• Removing Duplicates with uniqBy
• Sorting and Ordering Data
• Limiting Data Output in a Collection
• Counting Data

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