Automate Key Documents

This section contains information on how to create automations, and information on advanced features

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55 articles in this collection
Written by Morgan Kane
The Document

Quick Add

Cut down authoring time by creating multiple points using one feature.
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Updated over a week ago

Numbering and Indentation

The Easy Way and the Accurate Way
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How to Create a Theme

Set up your first theme to style your document
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Columns

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Learn how to modify a variables case in your document

How to make variables show in capital letters
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How to use sections to create numbered paragraphs

Learning how to format your output to create numbered blocks of text.
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Section Numbering and Indenting

How to reset numbering and manipulate indentation so it's the way you want it
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Indentation after Headings

When Paragraphs need to stay left!
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Section References

Referencing Clause Numbers Dynamically
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Include Images in Headers and Footers

Learn how to customise headers and footers to include images
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Using a Page Break to push content onto a new page

Adding a Page Break special token
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Custom Clause Numbering

Match your Clause Numbering to your Precedent with ease
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Header from Top, Footer from Bottom

Mastering Theme settings for perfect layouts
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Cover Pages

When the first page should look different from the rest
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Table of Contents

Insert a Table of Contents with ease!
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Keep With Next

No more widows
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Background Images

Not just Watermarks
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Fonts and Font Sizes

Stretch your Theme in new directions
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Advanced Features

Broken reference questions

What to do when you see answer labels with no question in the interview
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Searching in the editor

How to use the search feature to find the correct point in your flow
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Add signature lines to your document

Create the perfect execution block with special tokens.
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Jumps and Re-Target Jumps

Learn how to use Jumps in your flow
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Style your table with different borders

Learn how to customise your table's border style with border modes
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Identifying the right interview in your history

Create a summary for an interview so you can find them easily
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Put your client to work by adding Tasks after your bot is completed

Learn how to utilise Tasks in your bot to provide guidance on the next steps to solving your client's problems
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Learn how to duplicate your bot

Create a copy of an existing bot to create multiple versions
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How to Create a Table

Learn how to build a simple table in Automio
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Plural vs Singular text

How to know whether more than one item has been entered in a pack and reference this in the flow
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Customise Fonts

How to select a font that is not listed in Themes
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SPECIAL TOKENS

A handy list and brief explanation of all our Special Tokens
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Merge Table Cells

An Advanced Usage of Special Tokens
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Providing a different description once the interview is completed

Use the description point to give your clients a different description when they complete the interview
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How your see your Clients' answers after they complete an interview

Using the information sheet Output option to receive a transcript of the answers your Client entered into your interview
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What are tokens?

How to use "he" or "she" and other variables in a document.
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Updated over a week ago