Build Vendor Management Application

Create and use Objects and connect them with your Templates.
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20 min | 9 Tasks

Course Goals

In this course, you will learn how to create Objects and connect them with Templates, using:
  • Objects
  • Object properties
  • Template Editor
  • Select to Object
  • Link to Select and insert a value from other property
After completing this course, you will be able to create and use Objects and connect them with your Templates.
All Tasks

Task 1: Create an Object

Task 2: Vendor's Name and Address

Task 3: Vendor Assessment

Task 4: Recent Assessment

Task 5: Service Delivery

Task 6: Associated Document Records

Task 7: Create and Assign Workflow

Task 8: Customized Columns 

Task 9: Create and Object Record

All Courses

Document Drafting Automation Basics

Workflow & Approvals

Document Formatting

Bundled Documents

Translations & Dual Language Documents

Instructions & Help

Automated Data Extraction

Advanced Document Automation

Build Address Book for Templates

Build Project Management Application

Build Vendor Management Application

Pro Tip: The Template Editor Guided Tour is a great way to prepare for this course. It will provide you with a brief introduction to the buttons, tabs, and menus we will use to automate our first Template.

Start the course