Bundled Documents & Forms (beta)

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

25 min | 6 Tasks

Task 3: Links Between Templates

All of the Link Elements within the Delivery Note Template must be made to relate to the Loan Agreement Template. Following the steps laid out in Document drafting automation basics course, Task 10, complete the five Link Conditional phrases as follows:

Dropdown No. 01: Choose “Text Input”,
Dropdown No. 02: Choose “Loan Agreement”
Dropdown No. 03: Choose “Creditor Name”

Dropdown No. 01: Choose “Text Input”,
Dropdown No. 02: Choose “Loan Agreement”
Dropdown No. 03: Choose “Creditor Address”

Dropdown No. 01: Choose “Text Input”,
Dropdown No. 02: Choose “Loan Agreement”
Dropdown No. 03: Choose “Debtor Name”

Dropdown No. 01: Choose “Text Input”,
Dropdown No. 02: Choose “Loan Agreement”
Dropdown No. 03: Choose “Debtor Address”

Dropdown No. 01: Choose “Text Input”,
Dropdown No. 02: Choose “Loan Agreement”
Dropdown No. 03: Choose “Debtor Name”


Save the template and view in Test Mode: