June Masterclass: Document Automation

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Adrians

60 Baxter Street

Fortitude Valley, Queensland 4006

Australia

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Refund Policy

Refunds up to 7 days before event

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Imagine being able to create a new document and having all your client’s details and custom data automatically populate.

Now imagine if this form also had 100% accuracy on grammar and syntax. This is possible through document automation.

In the document coding master class, we look at all things related to Merge Fields. You will be given the tools to code documents in a way that allows Actionstep to automatically populate those Merge Fields with all kinds of information from the system. You will learn all the basics of coding within Tinysoft Word documents, as well as within the Actionstep system itself, how to use participant types, true and false fields, code in custom data, utilising repeat codes and how to differentiate between companies and individuals.

The result from this training will be that you can create complex templates that Actionstep than automatically generates into fully completed documents with 100% accuracy to grammar and detail. This will save you immeasurable time, prevent the always present human errors and allow you to scale your firms tasks to a wider sphere of employees.

Users will be required to bring their laptops to engage in practical training components.

To organize a private training session for your firm please contact Markus or Angeline.


*Masterclasses that are physically held at our office require a minimum number of people, booked in, within three business days of the session. In the event of cancellation, all paid attendees will receive a full refund.

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Date and Time

Location

Adrians

60 Baxter Street

Fortitude Valley, Queensland 4006

Australia

View Map

Refund Policy

Refunds up to 7 days before event

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