Frequently Asked Questions

How to change value displayed in 'has many' or 'belongs to' columns?

How to send loop data to a database

Remove the navbar from your apps

How to send checkbox question data to a database

How to set a variable amount due on Payment Blocks

Allow users to upload images from their smartphonoe

How to add variables to a template's display name

How to format money / currency variables with commas to two decimal points?

How do I import data from a CSV / Excel spreadsheet into a database?

Add extra loop data to an appendix

How do I import questions from one app into another app?

How to conditionally display "this" or "that"?

How to "check off" checkboxes in Word template

How do I let my users book an appointment using my app?

How to convert non-text Clio data

What's an example of how to connect multiple apps to a database?

How to export data from Responses tab

How do I move blocks or questions?

How do I conditionally insert a multi-level list into a Word document?

How do I market my app?

Variables on my Word document template have an extra space

How do I publish my database?

How do I generate documents for different parties using the same template?

How to automate a PDF but leave it editable for the end-user

In HelloSign email mode, how does the end-user get the fully signed document?

How to transfer your app to another account

How does portal pricing work?

How can multiple people work on the same app

How to track how many people are using your apps

How to tell your users to share "bugs" in your app

Word Add-in Help Guide

How do I automatically track my app's referral sources?

Custom UI components with HTML/CSS

How to write Markdown on Marketing Pages

How does the progress bar work?

How to make a button that opens in a new tab?

How to customize your App's navbar

Translate my App into a new language

How to conditionally check off a checkbox in PDF

Can my non-profit or LSC-grantee get a discount?

How do I store a Boolean variable in a database?

Convert Word templates to PDFs when giving them to end-users

What are elements?

How do I create a document from within a Clio matter and pull in information about a related third-party contact?

How do I automate a complex will with variable numbers of agents and agent types?

How do I use a database to store files uploaded in an app?

How do I take the answer from a pulldown question and turn it into text for the PDF?

Force text to stay together on Word template

Take the end-user's "overflow" text and automatically add it to addendum

How to allow end-users to save progress and continue later?

Environmental variables

How to pre-populate a portal account with data collected via an app?

How to allow end-user to review information they've previously entered?

How to count number of list members

Why can't I write dates in the Expression Editor?

How to edit an activated App

How to add apps to your database or portal Toolbar

Dropdown of all 50 states