Intermediate

One-click documents

Save time and reduce error by giving everyone in your firm the ability to access client data and auto-populate any document template.

Summary

Use Afterpattern to make your data useful by having it available for instant document automation. You'll learn how to build a database from scratch and how to build an app that uses this data to populate a Word, PDF, or even email template.

Course outline

Set up your database
5:15
Create app that pulls data
5:11
Add app to database toolbar
5:11
Create document templates
9:29
Activate app + bonus features
6:00

Related courses

Afterpattern 101

An introduction to the App Builder, the heart of Afterpattern, while building a LegalZoom-like legal app.

Preparing a document for automation

Learn how to transform a static document into an automation-ready template.

Word document templates

Go beyond mere "find & replace" with templates that use conditional logic to produce fully bespoke documents.

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