Course curriculum

    1. Welcome!

    2. Note from the Instructors - Documate Rebranding

    1. Welcome to Module 1: Create Your Documate Account

    2. Setting Up Your Documate Account

    3. Get an Extra Two Weeks of Documate for Free with This Code

    4. Module Feedback - Create your Documate Account

    1. Introduction to the Playground Dashboard

    2. Dashboard Overview

    3. Data Manager - Open an Interview

    4. Data Manager - Push Interview Data Into Another Workflow

    5. Data Manager - Bulk Actions

    6. Data Manager - Filters

    7. Data Manager - Global Search

    8. Files - Document Templates

    9. Files - CSV

    10. Files - Images

    11. Integrations & API Keys

    12. Module Feedback - Playground Dashboard

    1. Introduction to the Documate Editor

    2. Starting a new workflow

    3. Deleting a workflow

    4. Share a workflow with another builder

    5. Duplicating a workflow

    6. Copying a workflow link

    7. Editing a workflow

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    8. Module Feedback - Documate Editor

    1. Introduction to the Documate Editor - Interview Questions

    2. Adding questions

    3. Text questions

    4. Option questions

    5. Number and date questions

    6. Other question types

    7. Information blocks

    8. Editing Questions

    9. Module Feedback - Documate Editor Interview Questions

    1. Introduction to Page Features

    2. Naming pages and sections

    3. Duplicating a page

    4. Deleting a page

    5. How to add custom CSS (page styling)

    6. Adding an image or logo within a workflow

    7. Rearranging pages

    8. Moving questions

    9. Module Feedback - Documate Editor Page Features

About this course

  • $197.00
  • 77 lessons
  • 0 hours of video content

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