Document Automation with Formstack

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A2J Tech

3:12:03

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1. Introduction

1.1 Formstack.html

1. Introduction.mp4

02:12

2. Formstack Forms

1. Question Types.mp4

08:27

2. Saving Questions.mp4

02:06

3. Logic For Questions.mp4

03:46

4. Sections- New Pages.mp4

03:27

5. Sections- Saving Sections.mp4

03:13

6. Sections- Logic for Sections.mp4

03:14

7. Inherited Logic vs Adding Logic.mp4

03:46

8. Reordering Content.mp4

01:58

9. Organizing Forms (Folders).mp4

04:47

10. Calculations.mp4

08:06

11. SmartLists and How to Use Them.mp4

03:15

12. Styling Forms.mp4

03:25

13. Sharing.mp4

01:49

3. Settings Options for Building a Form

1. Introduction.mp4

03:53

2. Settings- General Options.mp4

02:52

3. Settings- Emails and Actions.mp4

07:25

4. Settings- Welcome and Submission Message.mp4

02:28

5. Settings- Security.mp4

02:07

6. Settings- User Access.mp4

02:16

7. Settings- Approvals.mp4

03:13

8. Settings- Integrations.mp4

05:18

9. Settings- Plug-ins.mp4

01:39

10. Settings- Advanced PDFs.mp4

01:58

4. Repeating Items

1. Repeating Items Workaround.mp4

03:26

5. Formstack Documents

1. Introduction.mp4

01:51

2. Documents - Manage File (Uploading a Document).mp4

02:40

3. Organizing Documents (Folders).mp4

01:39

4. Documents - Settings.mp4

03:15

5. Documents - Field Maps.mp4

01:33

6. Documents - Test.mp4

01:35

7. Documents - Deliver.mp4

03:59

8. Documents - Merge.mp4

01:41

6. PDF & Word Documents

1. PDFs- Formatting (Naming Conventions).mp4

01:53

2. PDFs- Editable PDFs.mp4

01:32

3. PDFs- Checkboxes.mp4

14:52

4. Word Doc- Introduction.mp4

02:49

5.1 Create Word (DOCX) Documents.html

5. Word Doc- Field Codes.mp4

06:09

6. Word Doc - Upload & Integration.mp4

07:28

7.1 Formatting Your Data.html

7. Word Doc- Formatting Functions.mp4

06:28

8.1 Calculations.html

8. Word Doc- Calculations.mp4

04:22

9. Word Doc- Conditional Logic Checkboxes.mp4

07:07

7. Data Routes

1. Overview.mp4

06:23

2. Field Maps.mp4

08:35

3. Renaming Forms.mp4

02:13

4. Integrating Formstack Forms with Formstack Documents.mp4

04:59

8. Getting Help

1.1 Help Center.html

1. Overview.mp4

00:58

2. Help Center.mp4

01:37

3. Submitting a Ticket.mp4

01:05

4. Setting up a Support Call.mp4

01:32

5. Feedback.mp4

01:39

9. Conclusion

1. Thank you!.mp4

02:03

Description

Advanced Document Automation with Formstack

What You'll Learn?

Document Automation
Formstack
Complex logic in workflows
Robust workflows

Who is this for?

Software developers

Attorneys

Anyone interested in learning document automation using Formstack

More details

Description
This course is designed for individuals and organizations looking to automate their workflows and documents. Formstack is a leading document automation platform that allows you to seamlessly create, manage, and automate your forms and documents.
Throughout the course, you will learn how to create and manage forms, collect data, and automate document workflows using Formstack. You will learn how to customize form fields and design and how to integrate Formstack with other tools. The course will also cover advanced Formstack features such as e-signatures and conditional logic.
Throughout the course, you will learn the ins and outs of Formstack, a leading document automation platform. You will learn how to create and manage forms, collect data, and automate document workflows.
Topics that will be covered include:
Setting up a Formstack account and creating forms
Customizing form fields and design
Collecting data and integrating it with other tools
Automating document workflows using Formstack's built-in features
Advanced Formstack features such as e-signatures and conditional logic
Best practices for form design and data security
You will learn how to create custom workflows and automate the process of sending notifications, approvals, and other actions. You will also learn how to use Formstack's built-in analytics to track the performance of your forms.
The course concludes with best practices for form design and data security. You will learn how to design forms that are easy to use, and how to secure your forms and data to protect against cyber threats. By the end of the course, you will have a solid understanding of Formstack and be able to easily create and manage forms, collect data, and automate document workflows. Whether you're a lawyer, a small business owner, a marketing professional, or a member of a large enterprise, this course is perfect for anyone looking to improve their document management processes and automate their workflow.
Who this course is for:
Software developers
Attorneys
Anyone interested in learning document automation using Formstack

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A2J Tech is a social enterprise that builds technology to improve access to justice. You help people with their legal issues and WE leverage technology to support and amplify your efforts. We believe the best service is client-centric and user-friendly. That's why simplicity is at the core of what we do.

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