Formstack Document Builder Thought Process and Tips

In this video we're going to walk through the thought process and some tips for automating your documents within Formstack. We'll look at one example for the insurance industry, but the use cases are endless. In this video we'll show you some great Formstack Document powerful functions that you can use on your main template that will dynamically generate your documents.

01:07 Form Overview
03:25 Document Overview
04:25 Dynamic Tables
06:14 Dynamic Pages
07:16 Substring Search
10:32 Forms and Documents Integration