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Pro Tips

Pro Tips

Some handy tricks and tips

Matt Sagen avatar Tim Darbyshire avatar Namrata Kathavate avatar +1
8 articles in this collection
Written by Matt Sagen, Tim Darbyshire, Namrata Kathavate and 1 other

Header or Footer - slimline

How to add a slimline to your document Header and/or Footer
Michelle Moore avatar
Written by Michelle Moore
Updated today

Create a Pack mid-flow

How to create a Pack in the middle of your flow
Namrata Kathavate avatar
Written by Namrata Kathavate
Updated this week

Get your documents signed easily with digital signature software

Ask your clients to digitally sign the document created by your bot
Tim Darbyshire avatar
Written by Tim Darbyshire
Updated over a week ago

An introduction to the Automio Output API + Zapier

Why using Zapier and the API can help you automate more of your online legal solution
Tim Darbyshire avatar
Written by Tim Darbyshire
Updated over a week ago

Fast Mode

Fewer clicks for Interviewees
Matt Sagen avatar
Written by Matt Sagen
Updated over a week ago

Send custom emails based on questions in the interview

Use the output API to send your own emails based on questions in the interview
Tim Darbyshire avatar
Written by Tim Darbyshire
Updated over a week ago

Where was I?

A quick pro-tip for Authors of bigger Flows
Matt Sagen avatar
Written by Matt Sagen
Updated over a week ago

Add client data to your CRM

Use the output API to add information into your CRM or Practice Management Software
Tim Darbyshire avatar
Written by Tim Darbyshire
Updated over a week ago