Builder
Help articles for form builders building the Smarter Drafter Pro questionnaires
Sections and Fields
- How to Add, Rename, or Delete a Section in a Form
- How to Clone a Section (Within or to Another Form)
- How to Import a Section from Another Form
- How to Reorder Sections in a Form
- How to Create a New Form
- How to Import a Content Block into a Form
- How to Use Repeatable Sections
- How to Add and Configure Text Fields (Single Line and Multi-line)
- How to Add Name, Email, Phone, and Address Fields
- How to Add Number, Currency, and Date/Time Fields
- How to Apply Date and Time Restrictions in Fields
- How to Use Rich Text Fields for Guidance Notes
- How to Add Multiple Choice Fields (Radio, Checkbox, and Drop-down)
- How to Limit Field Responses Using Min/Max Values or Characters
- How to Add and Configure File Upload Fields
- Understanding Required, Optional, Read-Only, and Hidden Fields
- How to Add a Matter Reference Field
- How to Set Case Format for Field Output
- How to Use Default Values and Supporting Text in Fields
- How to Use Field IDs for Referencing, Labels, and Dynamic Lists
- How to Insert and Configure Fields in the Word Template
- How to Update or Refresh the Linked Form in the Word Add-In
- How to Adjust Field Components and Format Using the Word Add-in
- How to Test a Template for Missing or Unused Fields
- How to Insert and Configure Fields in the Word Template
- How to Run a Preview of Your Automated Template
- How to Review a Generated Document from a Submission
- Understanding and Formatting Content Controls in Word Templates
- How to Insert Images and Set Upload Dimensions in Templates
- How to Insert e-Signature Placeholders in a Template
- How to Upload, Update or Delete a Template
- How to Insert Conditional and Repeating Content Using Conditional Rules
- How to Use Content Controls for Checkbox Responses
Testing, Publishing and Releasing Forms
Templates and the Word Add-in
Reusable Content
Folders and Forms
Create and Apply Conditional Rules
Calculations
- Introduction to Creating a Calculation Field
- How to Use Text Pluralisation in Calculations (Child/Children)
- How to Show or Hide Calculation Fields in a Form
- How to Create a Calculation for Today’s Date
- How to Build Simple Calculations Using the Calculation Builder
- How to Count Repeats in a Form Using Calculations
- How to Create Conditional Logic in Calculations Using IF Statements
- How to Reference Other Fields in a Calculation
- How to Calculate Dates: Adding or Subtracting Days in a Calculation
- How to Choose the Right Field Type for Calculations
- How to Calculate GST on Costs and Disbursements in a Form
- How to Debug Calculation Expressions
eSignatures
Cloning
Conditional Rules and Replacement Rules
- How to Build Conditional Rules Based on Numerical Inputs
- How to Build Conditional Rules for Address Fields
- How to Create Conditional Rules for Date Fields
- How to Use Drop-Down Select Fields with Conditional Rules
- How to Use Checkbox Fields with Conditional Rules
- How to Apply Conditional Rules to Text in Word Documents
- How to Apply Conditional Rules to Images in Word Documents
- How to Apply Conditional Rules to Table Rows in Word Documents
- How to Edit Conditional Rules in Word Add-In
- How to Remove an Applied Conditional Rule in Word
Data Sharing
Logic
- Understanding Logic in Forms
- How to Use Multiple Rule Sets in Logic
- Applying Nested Conditions in Logic
- How to Apply a Single Logic Condition
- Using Multiple Conditions with Rule Sets
- Using Wrapped Rule Sets for Advanced Logic
- Applying Logic to Sections and Section Blocks
- How to Apply Logic to Individual Fields
- Using Logic to Control List Options
- Applying Logic to Template Selection
Option Lists and Options Sets
Form Permissions
- How to Debug Calculation Expressions
- How to Manage Permissions for Specific Folders and Forms
- How to Assign Permissions for Application Settings in Builder
- How to Set Folder-Level Permissions for Forms
- How to Assign Builder Permissions to Forms
- How to Configure Section Block Permissions
- How to Avoid Losing Changes When Managing Permissions
Repeating Content
- How to Count the Number of Instances in a Repeating Section
- How to Prepare Your Word Template for Repeating Data
- How to Create a Repeating Section in a Form
- How to Apply Logic to a Repeating Section
- How to Set the Minimum and Maximum Repetitions for a Repeating Section
- How to Label Repeating Section Fields with Repetition Numbers
- How to Apply Conditional Rules for Repeating Data in Word
- How to Format a Table for Repeating Data in Word
- How to Create Bulleted Lists Using Repeating Data in Word
- How to Apply List Formatting for Repeating Data in Word
- How to Apply Inline List Formatting for Repeating Data in Word
- How to Apply Paragraph Sorting for Repeating Data in Word
- How to Set a Whole Template to Repeat for Each Instance
Contact and User Mapping
- How to Apply Contact Mapping to Fields Manually
- How to Automatically Create Fields with Contact Mapping Applied
- How Contact Mapping Works in Forms
- How to Manually Apply User Mapping to Fields
- How to Automatically Create Fields for All Profile Details with User Mapping
- How User Mapping Works in Forms
Intake Forms
- How to Create an Intake Form
- How to Set Fields to Share Data Between Parent and Intake Forms
- How to Hide Sections from the Recipient in an Intake Form
- How to Manage Email Templates for Intake Forms
- How to Assign or Enable an Intake Form for a Parent Form
- How to Edit an Intake Form
- How to Switch Between an Intake Form and its Parent Form