Document Training Session 1 of 3

In this recording (2nd of April 2025), James takes us through the first of three Documents training sessions. This session introduces the following:

Chapters

00:00 Agenda and Session Overview
04:10 ShareDo Document Templates - Demonstration
46:25 Document Analysis
51:18 Data Context
55:14 ShareDo Knowledge Base: Document Template Migration
57:08 Adding Templates
01:18:37 Word Add-in and Tagging
01:42:15 Next Sessions and Questions

Document Training Session 2 of 3

In this recording (9th April 2025), James takes us through the second of three Documents training sessions. This session covers intelligence in documents in the following chapters:

Chapters

00:00 Agenda and Session Overview
03:08 Display Rules
33:20 Sections and Debugging
51:30 Content Blocks
01:05:50 Cloning
01:10:40 Document Questionnaires

Document Training Session 3 of 3

In this recording (16th April 2025), James takes us through the third and last of three Document training sessions. This session expands on intelligence in documents in the following chapters:

Chapters

00:00 Summary of the previous two sessions
02:14 Agenda for the third and last session
03:52 Calculated Fields
50:51 Document Template Configuration and Document Actions
01:06:50 Document Actions Details
01:19:20 Hints and Tips
01:28:25 Document Bundling
End