Bundled Documents & Forms (beta)

Learn how to share information across several documents and automate them simultaneously

25 min | 6 Tasks

Course Goals

In this course you will learn how to design interconnected templates that automatically populate information and generate specific documents using:

  • Template Suites
  • Link Elements across Templates
  • Conditions across Templates
  • Conditions applied to entire documents
  • Template Types

After completing this course, you will be able to combine several templates under a single flexible Template Suite that only generates the documents as required.