Bundled Documents & Forms (beta)
Learn how to share information across several documents and automate them simultaneously
25 min | 6 Tasks
This course is a follow-up to Document Drafting Automation Basics.
Please complete that course before starting this one.
Course Goals
In this course you will learn how to design interconnected templates that automatically populate information and generate specific documents using:
- Template Suites
- Link Elements across Templates
- Conditions across Templates
- Conditions applied to entire documents
- Template Types
After completing this course, you will be able to combine several templates under a single flexible Template Suite that only generates the documents as required.