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Workflows Video Crash Course
Introduction to the Questionnaire Builder
Gavel Exec: AI-Powered Contract Review
Gavel Workflows: Document Automation
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Intro To Document Automation
What can you automate with Gavel workflows?
Quickstart Guide
Questionnaire
Question Types
Pages and Sections
Repeating Items
File Uploads
Document Templates
Gavel Document Tagger
PDF Tagger
Formatting Dates, Numbers, and Text
Document Output Settings
Document Titles
Logic & Calculations
Template: Show Paragraph and Phrases
Workflows: Show Questions and Pages
Calculations: Advanced Logic
Sharing & Access
User Management
Sharing Workflows
Client Portals
Bundles: Group Workflows
Bundles: Productization
Data Manager
Integrations
Gavel API Documentation
Gavel to Zapier (webhooks)
Clio Integration
DocuSign Integration
Workflows Video Crash Course
Gavel Workflows: Five Minute Demo
Introduction to the Questionnaire Builder
Generating Word Documents
Generating PDF Documents
Customize Documents and Client Facing Workflows
Integrate and Reuse Your Data
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Dashboard Overview
Adding Logic to Questions and Pages
Repeating Item Lists
Workflows Video Crash Course
Introduction to the Questionnaire Builder
Dashboard Overview
Get a better understanding on how to navigate the Gavel Workflows Dashboard.
Adding Logic to Questions and Pages
Make your questionnaire dynamic by using question and page logic.
Repeating Item Lists
Collect sets of data in Repeating Items, where you need information on items and do not know how many of those items may be needed.
Gavel Workflows: Five Minute Demo
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