Document Automation with Formstack

سرفصل های دوره

Advanced Document Automation with Formstack

1. Introduction

1.1 Formstack.html

1. Introduction

2. Formstack Forms

1. Question Types

2. Saving Questions

3. Logic For Questions

4. Sections- New Pages

5. Sections- Saving Sections

6. Sections- Logic for Sections

7. Inherited Logic vs Adding Logic

8. Reordering Content

9. Organizing Forms (Folders)

10. Calculations

11. SmartLists and How to Use Them

12. Styling Forms

13. Sharing

3. Settings Options for Building a Form

1. Introduction

2. Settings- General Options

3. Settings- Emails and Actions

4. Settings- Welcome and Submission Message

5. Settings- Security

6. Settings- User Access

7. Settings- Approvals

8. Settings- Integrations

9. Settings- Plug-ins

10. Settings- Advanced PDFs

4. Repeating Items

1. Repeating Items Workaround

5. Formstack Documents

1. Introduction

2. Documents - Manage File (Uploading a Document)

3. Organizing Documents (Folders)

4. Documents - Settings

5. Documents - Field Maps

6. Documents - Test

7. Documents - Deliver

8. Documents - Merge

6. PDF & Word Documents

1. PDFs- Formatting (Naming Conventions)

2. PDFs- Editable PDFs

3. PDFs- Checkboxes

4. Word Doc- Introduction

5.1 Create Word (DOCX) Documents.html

5. Word Doc- Field Codes

6. Word Doc - Upload & Integration

7.1 Formatting Your Data.html

7. Word Doc- Formatting Functions

8.1 Calculations.html

8. Word Doc- Calculations

9. Word Doc- Conditional Logic Checkboxes

7. Data Routes

1. Overview

2. Field Maps

3. Renaming Forms

4. Integrating Formstack Forms with Formstack Documents

8. Getting Help

1.1 Help Center.html

1. Overview

2. Help Center

3. Submitting a Ticket

4. Setting up a Support Call

5. Feedback

9. Conclusion

1. Thank you!

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تولید کننده: Udemy-Training