Recordings of the three free-to-all training sessions on document administration presented in July 2023. 

Session 1 of the Document Administration training July 2023

Chapters

• 00:00 Session Overview.
• 3:24 ShareDo document templates.
• 10:24 Document analyst.
• 20:44 Data context.
• 27:16 Word add-in.
• 35:36 Adding templates & using the add-in.
• 1:05:04 Summary, Next sessions and Q&A.
• 1:08:56 Question - Clauses.
• 1:10:45 Question - Display rules.
• 1:12:07 Question - Content blocks.
• 1:13:20 Question - Email templates.
• 1:13:50 Question - Can you reuse display rules?
• 1:15:16 Question - Looping through participants - add as list.

Session 2 of the Document Administration training July 2023

Chapters

• 00:00 Session overview.
• 01:31 Document template config.
• 02:46 Document actions.
• 03:36 Data quality rules.
• 04:30 Demo.
• 56:32 Calculated fields.
• 01:11:32 Best practice - Document config.
• 01:16:36 Question - Calculated field - role.
• 01:18:12 Question - Document actions and data quality rules
• 01:20:20 Next session.

Session 3 of the Document Administration training July 2023

Chapters

• 00:00 Session overview.
• 03:31 Sections.
• 05:26 Content blocks.
• 06:45 Display rules.
• 08:45 Tagging a live document.
• 01:29:08 Export document configuration.