Planning the document template and marking up the document is the first step toward effective document automation and seamless forms.
Overview
The "Document Planning" guide provides best practices for preparing documents for automation in Smarter Drafter. It covers structuring documents, identifying key variables, and marking up precedents to ensure seamless integration with automated workflows.
Learning Outcomes
By using this guide, you will learn how to:
- Prepare documents by applying styles, branding, and structured formatting.
- Identify and mark up fields, logic, calculations, and reusable clauses for automation.
- Use consistent terminology and formatting to optimise document automation.
- Implement guidance notes to improve clarity and maintain accuracy.