Glossary

Key terms defined for the Smarter Drafter platform.

Overview

The "Glossary" guide provides definitions for essential terms used in Smarter Drafter. This glossary helps users understand key concepts related to forms, templates, automation, and user roles, ensuring a smoother experience when working within the platform.

Learning Outcomes

By using this guide, you will learn how to:

  • Understand key terminology related to form building, data sharing, and automation.
  • Differentiate between various types of forms, templates, and user roles.
  • Recognise the functions of key features such as contact mapping, logic, and replacement rules.
  • Improve efficiency by applying best practices for naming conventions and workflow management.

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