Course curriculum

    1. A message from the instructor

    2. Start Your Free 7-Day Trial of Gavel

    3. Request Your Extended Free Trial for Cor Meum Academy Students

    1. Introduction to Gavel Editor

    2. Integrations - CSV Data Source

    3. Pulling Data from an Excel Spreadsheet

    4. Integrations - Zapier

    5. Using Logic for Formulas and Calculations

    6. Module Feedback - Gavel Editor

    1. Introduction to Word Add-In

    2. Adding Page Breaks with Conditional Logic

    3. Template Within a Template

    4. Inserting a Table Based on Condition

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    5. Module Feedback - Word Add-in

    1. Create Your Free DocuSign Account

    2. DocuSign

    3. 2 Bonus Tips - Email Customization and HMAC Keys

    1. Introduction to Building Strategy

    2. Pulling Workflow Variables for Client Understanding

    3. Setting Up Clients for Success with Variable Maps

    4. Identifying Strategies for Future Workflow Maintenance

    5. Module Feedback - Building Strategy

    1. Part 1 - Multiple Choice

    2. Part 2 - Reverse Engineering

    3. Module Feedback Survey

About this course

  • $597.00
  • 34 lessons

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