Pro Tips

Some handy tricks and tips

Morgan Kane avatar
16 articles in this collection
Written by Morgan Kane

Using Modal Mode in Leadpages

Learn how to add Automio's Modal Mode to Leadpages
Morgan Kane avatar
Written by Morgan Kane
Updated over a week ago

Customise your indents

Morgan Kane avatar
Written by Morgan Kane
Updated over a week ago

Downloading the document using our Output API

Automating the next steps of the journey for your client's documents.
Morgan Kane avatar
Written by Morgan Kane
Updated over a week ago

Ordinal Language

Morgan Kane avatar
Written by Morgan Kane
Updated over a week ago

Restore Purchase

Allow your customer to easily access an interview again after purchasing
Morgan Kane avatar
Written by Morgan Kane
Updated over a week ago

List Item token

The List Item token allows you customise your numbering
Morgan Kane avatar
Written by Morgan Kane
Updated over a week ago

Add an Interview Theme to your Bots

Personalise your Bots by adding your firm's colour to the interview
Morgan Kane avatar
Written by Morgan Kane
Updated over a week ago

Header or Footer - slimline

How to add a slimline to your document Header and/or Footer
Morgan Kane avatar
Written by Morgan Kane
Updated over a week ago

Create a Pack mid-flow

How to create a Pack in the middle of your flow
Morgan Kane avatar
Written by Morgan Kane
Updated over a week ago

Get your documents signed easily with digital signature software

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

Fast Mode

Fewer clicks for Interviewees
Morgan Kane avatar
Written by Morgan Kane
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
Morgan Kane avatar
Written by Morgan Kane
Updated over a week ago

Where was I?

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

Apply a Formatting Theme to Document

Content is king, but style certainly helps
Morgan Kane avatar
Written by Morgan Kane
Updated over a week ago