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Document Automation

Learn how to modify and create new templates!

Document Coding Basics

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

Logic

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

Formatting

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

Functions

  • Localization: Translating Your Code
  • Grabbing Specific Data
  • Order of Functions
  • Using Pre-defined and Ad Hoc Filters to Refine Data
  • Removing Duplicates with uniqBy
  • Sorting and Ordering Data

See all 10 articles

Template Manager

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

See all 7 articles

Advanced Settings

  • Creating Consistency with Subtemplates
  • Custom Prompts: Tailored for Your Documents

Troubleshooting

  • I am having problems generating my documents. What can I do? Promoted article
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