Bundled Documents & Forms

Learn how to share information across several documents and automate them simultaneously

25 min | 6 Tasks

This course is a follow-up to Document Drafting Automation Basics.
Please complete that course before starting this one.

Course Goals

In this course you will learn how to design interconnected templates that automatically populate information and generate specific documents using:

  • Template Suites
  • Link Elements across Templates
  • Conditions across Templates
  • Conditions applied to entire documents
  • Template Types

After completing this course, you will be able to combine several templates under a single flexible Template Suite that only generates the documents as required.

Start the course
All Tasks

Task 1: Add New Template

Task 2: Convert Word Document

Task 3: Links Between Templates

Task 4: Condition Between Templates

Task 5: Add Form Template

Task 6: Service Fee Calculation

All Courses

Document Drafting Automation Basics

Workflow & Approvals

Document Formatting

Bundled Documents

Translations & Dual Language Documents

Instructions & Help

Automated Data Extraction

Advanced Document Automation

Build Address Book for Templates

Build Project Management Application

Build Vendor Management Application