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document automation

Intro to document automation

Updated: October 12, 2021

Document automation in Afterpattern begins with an app. The app is used to collect data by asking questions and/or by pulling from a database. This data can be used to populate one or more document templates.

Template types

A single app can automate multiple templates. There are three types of templates:

Frequently Asked Questions

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How to break up text into single characters for populating a PDF
Advanced email validation
Multiple conditions for conditionally sending emails or attaching templates to emails
How to add variables to a template's display name
Add extra loop data to an appendix
How to conditionally display "this" or "that"?
How to "check off" checkboxes in Word template
How do I conditionally insert a multi-level list into a Word document?
Variables on my Word document template have an extra space
Word Add-in Help Guide
How to conditionally check off a checkbox in PDF
Convert Word templates to PDFs when giving them to end-users
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
What to do if text doesn't fit into PDF field
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Word templates

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