Guides related to Document Planning
Help Guides provide in-depth explanations of key features, with step-by-step detail to help you get the most from your automation.
What is Document Automation Help Guide
The Help Guide introduces document automation, a technology that streamlines the creation of customised documents with efficiency, accuracy, and consistency. Instead of recreating documents repeatedly, automation uses a questionnaire to capture necessary data and generate tailored outputs based on pre-built templates.
Document Planning
The guide explains how to prepare documents for automation by analysing precedents, identifying variables, and applying tools such as fields, logic, calculations, reusable content, and guidance notes.
Authors are responsible for marking up documents with highlights and comments to ensure all necessary inputs, conditions, and reusable text are captured clearly. Builders then use this markup to design questionnaires, balance the degree of automation, and efficiently build or clone forms for consistent, streamlined document generation.