Gain insights into the core features of effective automation tools and learn how to leverage...
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1 minute read
Eliminate the need for end-users to manually re-enter data by directly synchronising information into document automations.
About this Product Brief
A Global Form is a reusable set of questions that can be applied across an unlimited number of automations. With this feature, automation builders only need to create a question set once and can then reuse it in all subsequent automation.
On the other hand, a Dynamic Snippet is a reusable block of text associated with a Global Form. Like Global Forms, Dynamic Snippets are coded once and can be reused across multiple automations.
Find out more about:
- How these features work
- How they benefit your firm
Download the Product Brief
