Automate Key Documents

This section contains information on how to create automations, and information on advanced features

Olivia Wensley avatar Tim Darbyshire avatar Michelle Moore avatar +1
54 articles in this collection
Written by Olivia Wensley, Tim Darbyshire, Michelle Moore and 1 other
The Document

Quick Add

Cut down authoring time by creating multiple points using one feature.
Tim Darbyshire avatar
Written by Tim Darbyshire
Updated over a week ago

Numbering and Indentation

The Easy Way and the Accurate Way
Tim Darbyshire avatar
Written by Tim Darbyshire
Updated over a week ago

How to Create a Theme

Set up your first theme to style your document
Tim Darbyshire avatar
Written by Tim Darbyshire
Updated over a week ago

Columns

Michelle Moore avatar
Written by Michelle Moore
Updated over a week ago

Learn how to modify a variables case in your document

How to make variables show in capital letters
Tim Darbyshire avatar
Written by Tim Darbyshire
Updated over a week ago

How to use sections to create numbered paragraphs

Learning how to format your output to create numbered blocks of text.
Tim Darbyshire avatar
Written by Tim Darbyshire
Updated over a week ago

Section Numbering and Indenting

How to reset numbering and manipulate indentation so it's the way you want it
Tim Darbyshire avatar
Written by Tim Darbyshire
Updated over a week ago

Indentation after Headings

When Paragraphs need to stay left!
Tim Darbyshire avatar
Written by Tim Darbyshire
Updated over a week ago

Section References

Referencing Clause Numbers Dynamically
Tim Darbyshire avatar
Written by Tim Darbyshire
Updated over a week ago

Include Images in Headers and Footers

Learn how to customise headers and footers to include images
Tim Darbyshire avatar
Written by Tim Darbyshire
Updated over a week ago

Using a Page Break to push content onto a new page

Adding a Page Break special token
Tim Darbyshire avatar
Written by Tim Darbyshire
Updated over a week ago

Custom Clause Numbering

Match your Clause Numbering to your Precedent with ease
Tim Darbyshire avatar
Written by Tim Darbyshire
Updated over a week ago

Header from Top, Footer from Bottom

Mastering Theme settings for perfect layouts
Tim Darbyshire avatar
Written by Tim Darbyshire
Updated over a week ago

Cover Pages

When the first page should look different from the rest
Tim Darbyshire avatar
Written by Tim Darbyshire
Updated over a week ago

Table of Contents

Insert a Table of Contents with ease!
Will Rowland avatar
Written by Will Rowland
Updated over a week ago

Keep With Next

No more widows
Tim Darbyshire avatar
Written by Tim Darbyshire
Updated over a week ago

Background Images

Not just Watermarks
Tim Darbyshire avatar
Written by Tim Darbyshire
Updated over a week ago

Fonts and Font Sizes

Stretch your Theme in new directions
Tim Darbyshire avatar
Written by Tim Darbyshire
Updated over a week ago
Advanced Features

Broken reference questions

What to do when you see answer labels with no question in the interview
Michelle Moore avatar
Written by Michelle Moore
Updated over a week ago

Searching in the editor

How to use the search feature to find the correct point in your flow
Tim Darbyshire avatar
Written by Tim Darbyshire
Updated over a week ago

Add signature lines to your document

Create the perfect execution block with special tokens.
Tim Darbyshire avatar
Written by Tim Darbyshire
Updated over a week ago

Jumps and Re-Target Jumps

Learn how to use Jumps in your flow
Will Rowland avatar
Written by Will Rowland
Updated over a week ago

Style your table with different borders

Learn how to customise your table's border style with border modes
Tim Darbyshire avatar
Written by Tim Darbyshire
Updated over a week ago

Identifying the right interview in your history

Create a summary for an interview so you can find them easily
Tim Darbyshire avatar
Written by Tim Darbyshire
Updated over a week ago

Put your client to work by adding Tasks after your bot is completed

Learn how to utilise Tasks in your bot to provide guidance on the next steps to solving your client's problems
Tim Darbyshire avatar
Written by Tim Darbyshire
Updated over a week ago

Learn how to duplicate your bot

Create a copy of an existing bot to create multiple versions
Tim Darbyshire avatar
Written by Tim Darbyshire
Updated over a week ago

How to Create a Table

Learn how to build a simple table in Automio
Tim Darbyshire avatar
Written by Tim Darbyshire
Updated over a week ago

Plural vs Singular text

How to know whether more than one item has been entered in a pack and reference this in the flow
Tim Darbyshire avatar
Written by Tim Darbyshire
Updated over a week ago

Customise Fonts

How to select a font that is not listed in Themes
Michelle Moore avatar
Written by Michelle Moore
Updated over a week ago

SPECIAL TOKENS

A handy list and brief explanation of all our Special Tokens
Tim Darbyshire avatar
Written by Tim Darbyshire
Updated over a week ago

Merge Table Cells

An Advanced Usage of Special Tokens
Tim Darbyshire avatar
Written by Tim Darbyshire
Updated over a week ago

Providing a different description once the interview is completed

Use the description point to give your clients a different description when they complete the interview
Tim Darbyshire avatar
Written by Tim Darbyshire
Updated over a week ago

How your see your Clients' answers after they complete an interview

Using the information sheet Output option to receive a transcript of the answers your Client entered into your interview
Tim Darbyshire avatar
Written by Tim Darbyshire
Updated over a week ago

What are tokens?

How to use "he" or "she" and other variables in a document.
Tim Darbyshire avatar
Written by Tim Darbyshire
Updated over a week ago