Smarter Drafter Learning Centre

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Smarter Drafter Learning Centre

Builder

Builder

Help Guides for Form Builders.

Module 1 - Document Planning

Document Planning

Field Types

Form Sections and Pages

Organising Forms

Content Controls in Templates

See more

Module 2 - Create a Form and a Template

Create a Simple Form

Create a Simple Template

Clone a Form

Module 3 - Options Sets and Logic

Use Option Sets and Apply Logic

Module 4 - Contact Mapping

Create and Manage Contacts

Contact and User Mapping

Module 5 - Repeating Content

Repeating Content

Use Named Ranges

Module 6 - Uploads and e-Signatures

File Uploads

Adding e-Signatures to a Template

Module 7 - Reusable Objects: Global Forms

Use Global Forms

Module 8 - Reusable Objects: Snippets

Use Snippets

Use Dynamic Snippets

Module 9 - Calculation

Calculations

Module 10 - Replacement Rules, Submissions and Integrations

Send a Document to NetDocuments

Replacement Rules

Using Intake Forms

View and Manage Submissions