Pre-built templates to help you get started

Advanced Document Automation Sample Templates

How to auto-populate data in your templates

Map Template Fields With Corresponding MyCase fields

How to reuse fields from one template to another

Reuse Fields across Documents

Advanced Document Automation Field Types

How to make any necessary edits on your template fields

Edit, delete, and reorder fields in your templates

Overview of Advanced Document Automation Add-in Side Task Panel

How to use Macros in your Advanced Document Automation Templates

Reference a field value or clause from within another field

Specify where fields should be inserted in your document

Inserting fields into your document

This article will show you how to add custom fields to your Advanced Document Automation template.

Manually creating a field

Overview of UI, main features and everything you need to know about template building

Getting Started with Template Building

Schedule a Training

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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