Demo Video
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What Can You Build?
Question Types
Adding Question Logic
Section Labels
Info Bubbles & Default Answers
Formatting Questions
Incorporate Videos & Files
Use Prior Answers
Text Based on Prior Answers
Buttons
Review Pages
No-Code Word Add-In
Add-In Video Demo
Basic Variables
Conditional Phrases
Conditional Paragraphs
Numerical Calculations
Formatting Dates
Formatting Numbers
Formatting Words
Multi Select Responses
Formatting Special Numbers
Repeating Item Basics
Repeating Items Within Text
Repeating Item Conditionals
Repeating Item Numbers
Repeating Items - Other
Multiple Signatures
Templates within Templates
File Uploads
Adding Custom Numbering
Reference a Repeating Item Question
Custom Syntax for Clio Variables
Redacting
Unlocking PDF Documents
Fields & Logic in PDFs
Checkboxes in PDFs
Tagging Repeating Items to PDF Fields
Document Naming Convention
Duplicate Docs for Each Repeating Item
Displaying Documents
Customize Messages & Emails
Test Your Workflow
Share Your Workflow
Always Starting Workflow from Beginning
Embed on Your Site
Custom Domain
Client or Internal Portals
Whitelabel Your Site
Add a Paywall
Password Protect Workflows
Add Custom CSS / Styling
Transfer Data with Data Manager
Data from Documate to Zapier & Webhooks
Clio Integration
Lookup Tables
API
Here's how you can tag repeating item fields to your PDF fields:
