Session 1 of 3
This is the first of three sessions introducing Document Templating in ShareDo. James presented it on November 5, 2024.
Chapters
00:27 Agenda
01:52 Document Templates
04:40 What is a ShareDo document template? (demo)
31:50 Document Analysis: Curating your list of document templates.
38:36 Date context: What is data context?
41:43 Adding templates (demo).
01:12:30 ShareDo Word Add-in / tagging.
01:53:47 Next sessions.
Session 2 of 3
This is the second of three sessions introducing Document handling in ShareDo. Shazia presented it on November 12, 2024.
Chapters
00:20 Agenda
01:08 Document Template Config: What config options do we have against a template?
02:16 Document Actions: What are document actions?
03:14 Data Quality Rules: What are data quality rules?
03:55 Calculated Fields: What are calculated fields?
04:00 Document Template demo.
21:17 Document Actions demo.
- Create a document expectation.
- Create document delivery.
- Create a payment.
- Create time entry.
- Jump to phase.
- Refresh document.
32:31 Document template config other options.
35:40 Prepare/generate a document based on a template.
39:06 Date Quality Rules demo.
51:07 Calculated Fields demo.
01:10:24 Referencing Calculated Fields in documents.
01:17:10 Best practices for implementing documents for your clients.
General questions.
Session 3 of 3
This is the third and final session introducing Document handling in ShareDo. James presented it on November 19, 2024.
Chapters
00:00 Introduction.
01:00 Agenda.
02:10 Recap and conclusion of session 1 (and Replicating tables).
16:10 Agenda for Display Rules, Sections, and Content Blocks.
18:12 Adding intelligence to documents. Display Rules.
20:55 Demo: Tags, Display Rules, Sections, and Content Blocks.
39:34 Conditional section based on an Option Set
45:10 Content Blocks.
57:36 Summary so far and how to change Word Add-in environments.
59:04 Demo: Tag a live document / bring together knowledge from all three training sessions.
01:19:18 Questions