Documate document automation software
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What Can You Build?

Questionnaire

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Adding Question Logic

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Formatting Questions

Incorporate Videos & Files

Use Prior Answers

Text Based on Prior Answers

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No-Code Word Add-In

Add-In Video Demo

Code Curious?

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

PDF Forms

Unlocking PDF Documents

Fields & Logic in PDFs

Checkboxes in PDFs

Tagging Repeating Items to PDF Fields

Document Settings

Document Naming Convention

Duplicate Docs for Each Repeating Item

Displaying Documents

Customize Messages & Emails

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Always Starting Workflow from Beginning

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Client or Internal Portals

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Data Features

Transfer Data with Data Manager

Data from Documate to Zapier & Webhooks

Clio Integration

Lookup Tables

API

Lessons List

Tagging Repeating Items to PDF Fields

Here's how you can tag repeating item fields to your PDF fields:

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