Now Playing: Lookup tables and spreadsheets

10 Minute Demo Video
10:57
10 Minute Demo Video
Intro to the Questionnaire
Intro to the Questionnaire
Dashboard overview
1:42
Dashboard overview
Adding logic
1:49
Adding logic
Collecting repeating item (lists)
2:26
Collecting repeating item (lists)
Generating Word Documents
Generating Word Documents
Loading the Word add-in
1:45
Loading the Word add-in
Setting up Word documents
4:19
Setting up Word documents
Repeating item deep dive
5:18
Repeating item deep dive
Generating PDF Documents
Generating PDF Documents
Tagging fillable PDFs
5:19
Tagging fillable PDFs
Document Customizations
Document Customizations
Logic to generated documents
4:07
Logic to generated documents
Data Integrations
Data Integrations
Connecting to Clio
6:27
Connecting to Clio
Data Manager
2:31
Data Manager
Lookup tables and spreadsheets
4:05
Lookup tables and spreadsheets
Client Facing Features
Client Facing Features
Client-facing workflows
2:40
Client-facing workflows

About This Lesson

Use the Documate CSV Data Source to select a row in a spreadsheet and have all other data from a row automatically populated. This feature is useful as a lookup/reference table for storing data. The CSV can be updated as the data changes.

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