Every firm has documents they regularly generate for their different clients. Using Actionstep Builder, you can create templates from these documents, which means that rather than manually drafting a new document or searching an already-completed document for the last client's information and then replacing it with the new client's details, you can use Builder to replace custom information with variable fields (or placeholders).

Builder works hand-in-hand with Actionstep. Merge fields, custom data, and data collections you've set up in Actionstep are made available in Builder so that you can use them to create your Builder template. Once automation is complete, you can use the template to generate a document for a client or matter. When you do this, client information Actionstep has stored for these variables is automatically shown in the interview and merged into the completed document.

Actionstep Builder for Word

by Actionstep