Working with tables
Installation and Setup
Working with Templates
- Create a template
- Filter and preview the rows that will go into your document
- Select and style columns
- Insert a group name anywhere in your document
- Insert column totals anywhere in a document
- Name your documents dynamically
Generating Documents Automatically
- Generate documents in one click
- Automatically send documents to your team
- Generate documents based on a template
- Generate a document from a specific row
- Generate documents based on a template
- Generate documents using a button column