Smarter Drafter Learning Centre
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Help Guides
General Knowledge
Before Training Day
Reference Material
Form Filler
Builder
Module 1 - Document Planning
Module 2 - Create Forms, Create Templates and Manage Submissions
Module 3 - Cloning, Options Sets, Conditional Rules and Logic
Module 4 - Calculations
Module 5 - Repeating Content
Module 6 - Intake Forms, Parent and Child Forms, Replacement Rules
Module 7 - Uploads and e-Signatures
Module 8 - Section Blocks
Module 9 - Snippets, Content Blocks and Data Sharing
Admin
Styles and Settings
Users and Groups
System Management
Integrations
Release Notes
2025
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Begin your learning journey
Help Guides
Guides to build and use forms in Smarter Drafter, and administrate users and data.
Document Change Register
Clause Bank
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General Knowledge
General Knowledge Help Guides.
Glossary
Log In for the First Time with 2FA
Log in with SSO
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Form Filler
Help Guides for form fillers entering data into a questionnaire.
e-Signature Settings
Send a Document to NetDocuments
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Builder
Help Guides for Form Builders.
Create a Simple Form
Create a Simple Template
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Admin
Admin Help Guides.
Onboarding a New Account Checklist
Edit Account Details
Manage e-Signatures Integration
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Release Notes
A full list of all Smarter Drafter updates – from big improvements to bug fixes – constantly updated.
May - Release Notes
April - Release Notes
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Contact Us
Can't find what you're looking for? Get in touch with our team.
General Support Request
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