Session 1 of 3

This is the first of three sessions introducing Document Templating in ShareDo. James presented it on November 5, 2025.

Chapters

00:00 Agenda
04:09 Document Templates - What is a document template?
08:26 Document Templates - Demonstration of key functionality
- File list
- Top and Tail letter
- Content Blocks
- Template delivery channels
- More complex examples
40:15 More advanced features / Document actions and expectations
51:42 Document Analysis Overview
57:40 Data Context
01:00:35 Quick intro to the Knowledge Base
01:03:00 Creating a new template
01:19:00 Setting tags in the template document
01:36:50 Recap and next agenda 

Session 2 of 3

This is the second of three sessions introducing document handling in ShareDo. James presented it on November 12, 2025.

Chapters

00:00 Agenda and recap of session 1
05:16 Tagging: Returning participants details
08:30 Modelling Participant Types and looking at repeating tables
21:42 Calculated Fields
23:40 Display rules - Handling Unhydrated Tags
39:30 Sections
48:35 Option Sets
53:40 Debugger
58:20 Content Blocks
01:18:38 Cloning
01:25:15 Document Questionnaires Chapters

Session 3 of 3

This is the third and final session introducing Document handling in ShareDo. James presented it on November 19, 2025.

Chapters

00:00 Intro and summary
02:38 Agenda
03:54 Calculated Fields
56:20 Document template configuration
01:09:07 Document actions and Approvals
01:32:48 Hints and Tips