Course curriculum

    1. A message from the instructor

    2. Note from the Instructors - Documate Rebranding

    1. Introduction to Documate Editor

    2. Integrations - CSV Data Source

    3. Integrations - Zapier

    4. Using Logic for Formulas and Calculations

    5. Pulling Data from an Excel Spreadsheet

    6. Module Feedback - Documate Editor

    1. Introduction to Word Add-In

    2. Adding Page Breaks with Conditional Logic

    3. Template Within a Template

      FREE PREVIEW

    4. Inserting a Table Based on Condition

    5. Module Feedback - Word Add-in

    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

    1. Workflow Submission Overview

    2. How to Submit Your Workflow

    3. Video 1 Requirements: Documate Platform Navigation

    4. Workflow Build Requirements

    5. Video 2 Requirement: A Walk-Through of Your Workflow

    6. Module Feedback

About this course

  • $597.00
  • 29 lessons
  • 0 hours of video content

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